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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-05 |
Branch Locations
1430 High Street, Bldg 12, Williamsburg, VA 23185 • United States
Fairfax, VA • United States
87 N Main Street, Kilmarnock, VA 22482 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
87 N Main Street, Kilmarnock, VA 22482 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 05/2017 | 06/2021 |
| Mary Russell State Farm Insurance | Fairfax | VA | 01/2014 | 05/2017 |
| Marymount University | Arlington | VA | 01/2015 | 12/2016 |
| Bank Of America, N.A. | Hunt Valley | MD | 08/2019 | 06/2021 |
| Infinex Investments Inc. | Meriden | CT | 07/2021 | 09/2025 |
| Virginia Asset Group | Virginia Beach | VA | 07/2021 | Present |
| Lpl Financial Llc | Kilmarnock | VA | 09/2025 | Present |
| Primis Bank | Williamsburg | VA | 09/2025 | Present |
1. 09/05/2025 - Townhouse - Real Estate Rental - Investment related - Chesapeake VA 23323 - OBA Start date: 01/01/2024 - 5 Hrs/Mth - 0 Hrs During Trading. 2. 09/05/2025- VIRGINIA INSURANCE AGENCY SOLUTIONS, INC - Non-Variable Insurance - Investment related - Virginia Beach, VA 23452 - OBA Start date: 08/20/2021 - 2 Hrs/Mth - 0 Hrs During Trading. 3) 10/09/2025 - Virginia Asset Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-11 |
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