Virginia Michelle-lynn Burwitz

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-11-26
IL	RA	APPROVED	2024-10-21

TN RA
APPROVED

Since 2025-11-26
IL RA
APPROVED

Since 2024-10-21

Branch Locations

Loudon, TN • United States

2405 W. Cornerstone Court, Peoria, IL 61614 • 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
Lpl Financial	Peoria	IL	05/2022	Present
European Wax Center	Bloomington	IL	06/2019	04/2022
Cyr/Woertz Financial	Peoria	IL	05/2017	05/2019
Central States Media- Radio Station	Peoria	IL	05/2016	03/2017

05/2022 → Present

Lpl Financial

Peoria, IL
06/2019 → 04/2022

European Wax Center

Bloomington, IL
05/2017 → 05/2019

Cyr/Woertz Financial

Peoria, IL
05/2016 → 03/2017

Central States Media- Radio Station

Peoria, IL

Other Businesses

1) 09/2023 - Cry-Woertz Financial Group / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-18
S63	Uniform Securities Agent State Law Examination	2024-04-26

S66 Uniform Combined State Law Examination

2024-10-18
S63 Uniform Securities Agent State Law Examination

2024-04-26

View on SEC IAPD