William Charles Morrison

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2016-11-16

VA RA
APPROVED

Since 2016-11-16

Branch Locations

1167 Jamestown Rd, Williamsburg, VA 23185 • United States

5208 Monticello Ave Ste 150, Williamsburg, VA 23188 • United States

1927 C&F Drive, Hampton, VA 23669 • United States

698 Town Center Dr, Newport News, VA 23606 • United States

4780 Longhill Road, Williamsburg, VA 23188 • United States

2800 G Washington Memorial Hwy, Yorktown, VA 23693 • United States

3600 La Grange Pwky, Toano, VA 23168 • United States

304 E Main Street, Charlottesville, VA 22902 • United States

2050 Gordon W Shelton Blvd Suite 101, Fredericksburg, VA 22401 • United States

100 E Williamsburg Rd, Sandston, VA 23150 • United States

8001 W. Broad Street, Richmond, VA 23294 • United States

2651 New Market Rd, Richmond, VA 23231 • United States

1422 Anderson Highway, Cumberland, VA 23040 • United States

2580 New Kent Hwy, Quinton, VA 23141 • United States

3501 N Courthouse Rd, Providence Forge, VA 23140 • United States

2608 General Puller Hwy, Saluda, VA 23149 • United States

7021 Mechanicsville Trpk, Mechanicsville, VA 23111 • United States

2288 Cartersville Rd, Cartersville, VA 23027 • United States

12308 Patterson Ave, Richmond, VA 23238 • United States

1400 Alverser Drive, Midlothian, VA 23113 • United States

2351 Anderson Hwy, Powhatan, VA 23139 • United States

7534 Richmond Rd, Norge, VA 23127 • United States

3490 Lauderdale Dr, Richmond, VA 23233 • United States

415 14Th Street, West Point, VA 23181 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Middle Peninsula Insurance Agency	Williamsburg	VA	09/1994	11/2016
Voya Financial Advisors	Williamsburg	VA	09/2014	11/2016
Lpl Financial, Llc	Williamsburg	VA	11/2016	Present
C&F Bank Dba C&F Wealth Management	Williamsburg	VA	11/2016	03/2017
C&F Bank Dba C&F Wealth Management	Williamsburg	VA	04/2017	Present

09/1994 → 11/2016

Middle Peninsula Insurance Agency

Williamsburg, VA
09/2014 → 11/2016

Voya Financial Advisors

Williamsburg, VA
11/2016 → Present

Lpl Financial, Llc

Williamsburg, VA
11/2016 → 03/2017

C&F Bank Dba C&F Wealth Management

Williamsburg, VA
04/2017 → Present

C&F Bank Dba C&F Wealth Management

Williamsburg, VA

Previous Registrations

2009-10-23 → 2016-11-21

Voya Financial Advisors, Inc.

Ellicott City, MD

Williamsburg, VA

Newport News, VA
2003-09-09 → 2009-10-23

Securian Financial Services, Inc.

Williamsburg, VA

Williamsburg, VA

Norfolk, VA
2000-06-23 → 2003-08-19

Ws Griffith Securities, Inc.

Williamsburg, VA

Other Businesses

1) 10/07/2016 - no business name - Non-Variable Insurance - inv rel - at reported business location(s) - selling: Life, disability, LTC - start: 11/14/2016 - 10 hr/mth 2) 02/23/2017 - Wyatt Rd LLC - Investment Related - Williamsburg, VA - Real Estate Rental - Started 06/20/2007 - 5 Hours Per Month/0 Hours During Securities Trading - Condo Rental Property. 3. 10/24/2022 - Mason Dixon LLC - Not Investment Related - Williamsburg, VA 23188 - Real Estate Rental - Owner/Member - Start Date: 08/01/2007 - 1 Hour Per Month/0 Hours During Securities Trading 4) 05/13/2025 - C&F Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 11/16/2016 - 120 Hrs/Mth - 120 Hrs During Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-12-12
S63	Uniform Securities Agent State Law Examination	1991-01-29

S65 Uniform Investment Adviser Law Examination

1995-12-12
S63 Uniform Securities Agent State Law Examination

1991-01-29

Designations

Other Names

Bill Morrison

View on SEC IAPD