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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
4860 Cox Road Suite 100, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Richmond | VA | 08/2021 | 06/2022 |
| J.P. Morgan Securities Llc | Richmond | VA | 08/2021 | 06/2022 |
| Lowe's | Richmond | VA | 12/2019 | 07/2021 |
| Bank Of America | Charleston | SC | 01/2018 | 12/2019 |
| Verizon | Boone | NC | 01/2015 | 07/2017 |
| Wyndham Destinations | Charleston | SC | 08/2017 | 10/2017 |
| Baker Motor Company Of Charleston Inc | Charleston | SC | 11/2017 | 12/2017 |
| Wintergreen Ski Resort | Nellysford | VA | 12/2021 | 12/2021 |
| Nylife Securities Llc | Glen Allen | VA | 06/2022 | 03/2023 |
| New York Life Insurance | Glen Allen | VA | 06/2022 | 03/2023 |
| Mml Investors Services Llc | Glen Allen | VA | 03/2023 | 06/2024 |
| Massmutual Life Insurance Co | Glen Allen | VA | 03/2023 | 06/2024 |
| Pruco Securities, Llc | Vienna | VA | 06/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Vienna | VA | 06/2024 | Present |
| Lpl Enterprise, Llc | Vienna | VA | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-07 |
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