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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-09 |
Branch Locations
N Chesterfield, VA • United States
1430 High Street, Bldg 12, Williamsburg, VA 23185 • United States
8821 West Broad Street, Richmond, VA 23294 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Sterling Bank | Glen Allen | VA | 02/2016 | 10/2017 |
| Lpl | Glen Allen | VA | 03/2016 | 10/2017 |
| Infinex Investments, Inc. | Meriden | CT | 10/2017 | 09/2025 |
| Virginia Commonwealth Bank | Kilmarnock | VA | 10/2017 | 07/2021 |
| Virginia Asset Group | Kilmarnock | VA | 07/2021 | Present |
| Lpl Financial Llc | Richmond | VA | 09/2025 | Present |
| Primis Bank | Williamsburg | VA | 09/2025 | Present |
1. 08/2025 - Virginia Asset Group - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Richmond, VA 23294 - OBA Start Date: 09/04/2025 2. 08/2025 - VIRGINIA INSURANCE AGENCY SOLUTIONS, INC - Non-Variable Insurance - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Virginia Beach, VA 23452 - OBA Start Date: 07/01/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-06 |
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