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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-04-21 |
Branch Locations
Fishersville, VA • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1904 Jefferson Hwy, Fishersville, VA 22939-2239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pottery Barn | Charlottesville | VA | 02/2016 | 11/2016 |
| Northwestern Mutual Investment Services Llc | Harrisonburg | VA | 06/2017 | 09/2019 |
| Pottery Barn | Charlottesville | VA | 02/2016 | 11/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2016 | 09/2019 |
| Northwestern Mutual Investment Services Llc | Harrisonburg | VA | 05/2019 | 09/2019 |
| Securities America, Inc. | Fishersville | VA | 09/2019 | 04/2022 |
| Securities America Advisors | Fishersville | VA | 08/2021 | 04/2022 |
| Lpl Financial, Llc | Fishersville | VA | 04/2022 | Present |
1) 4/2022 - DBA for LPL Business (entity for LPL business) - CORNERSTONE WEALTH ADVISOR - Investment Related - 120 Hrs/Mon - 6 Hrs/Trading - 90% - Fisherville, VA 22939 2) 04/26/2023 - Advisors Excel - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 04/24/2023 - 40 Hours Per Month/2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-24 |
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