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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-21 |
Branch Locations
6641 W. Broad Street Suite 403, Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Financial | Richmond | VA | 02/2015 | 10/2016 |
| The Gulling Group | Richmond | VA | 10/2016 | 04/2017 |
| Ballardsville Investments Inc. | Richmond | VA | 04/2017 | 09/2017 |
| Oneamerica Securities | Richmond | VA | 09/2017 | 09/2020 |
| Lincoln Financial Advisors | Virginia Beach | VA | 09/2020 | 01/2021 |
| Lincoln Financial Advisors Corporation | Richmond | VA | 01/2021 | 08/2024 |
| Lpl Financial | Richmond | VA | 08/2024 | Present |
1) 06/27/2024 - Academy Financial, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/28/2024 - Waters Wealth Consultants - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/12/2016 - 160 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2017-04-20 |
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