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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-10-16 |
Branch Locations
408 E Market St. Ste 202, Charlottesville, VA 22902 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 10/2016 | 10/2023 |
| Bank Of America | Charleston | SC | 08/2014 | 10/2016 |
| Tommy Hilfiger | North Charleston | SC | 07/2017 | 10/2017 |
| Lpl Financial Llc | Charlottesville | VA | 10/2023 | Present |
1) 10/16/2023 - Petrichor Wealth Management. LLC. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 10/16/2023 - Caitlin Persson Notary License - Notary - VA 22963 - Investment related - Start date: 10/16/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-16 |
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