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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
| VA | RA | APPROVED | 2024-11-14 |
Branch Locations
100 N Loudoun St, Winchester, VA 22601 • United States
1919 Gallows Road Suite 100, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Financial Partners, Inc. | Ashburn | VA | 06/2018 | 10/2020 |
| Kraft & Associates Wealth Management, Inc. | Front Royal | VA | 01/2017 | 01/2018 |
| Shenandoah University | Winchester | VA | 04/2011 | 01/2017 |
| Shenandoah F.C. Elite Soccer Club | Winchester | VA | 01/2018 | 06/2018 |
| Lpl Financial, Llc | Winchester | VA | 10/2020 | 08/2023 |
| Wealthcare Advisory Partners, Llc | Winchester | VA | 10/2020 | 10/2021 |
| Water Street Financial Llc | Winchester | VA | 10/2021 | 08/2023 |
| Pruco Securities, Llc | Vienna | VA | 08/2023 | 11/2024 |
| The Prudential Insurance Co. Of America | Vienna | VA | 08/2023 | Present |
| Lpl Enterprise, Llc | Vienna | VA | 11/2024 | Present |
1) 12/10/2024 - Friends of Old Town - Treasurer for non-profit. Coordinate with local businesses and stakeholders to develop strategies for economic development and vitality of Old Town Winchester, VA - Non-Profit Board Member - Inv Related - At Winchester, VA - Start Date 05/02/2022 - 10hrs/mth - 2hrs/mth During Trading 2) 12/10/2024 - United Healthcare - Agent - Commissioned agent for Medicare advantage plans - Non-Variable Insurance - Inv Related - At Winchester, VA - Start Date 08/15/2024 - 5hrs/mth - 3hrs/mth During Trading 3) 11/14/2024 - Woodward Financial LLC - Created LLC to deduct Prudential business expenses - Business Entity for Tax/Investment Purposes Only - Inv Related - At Winchester, VA - Start Date 01/16/2024 - 40hrs/mth - 40hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-04 |
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