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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-10 |
Branch Locations
302 Bulifants Blvd Ste 201B, Williamsburg, VA 23188 • 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 |
|---|---|---|---|---|
| M. Price Distributing Company | Hampton | VA | 06/2009 | 05/2017 |
| Edward Jones | Williamsburg | VA | 05/2017 | 07/2019 |
| Massmutual Life Insurance Company | Williamsburg | VA | 07/2019 | 07/2024 |
| Mml Investors Services, Llc | Williamsburg | VA | 07/2019 | 07/2024 |
| Lpl Financial Llc | Williamsburg | VA | 07/2024 | Present |
1)06/26/2024 - 06/26/2024 - VFM Strategic Partners LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-15 |
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