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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-02-05 |
Branch Locations
1932 Arlington Blvd Ste 100, Charlottesville, VA 22903 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1932 Arlington Blvd. Ste 100, Charlottesville, VA 22903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Charlottesville | VA | 05/2018 | 02/2024 |
| Mml Investors Services, Llc | Charlottesville | VA | 05/2017 | 08/2018 |
| Hampden-Sydney College | Hampden-Sydney | VA | 08/2016 | 04/2020 |
| Mml Investors Services, Llc | Charlottesville | VA | 06/2020 | 02/2024 |
| Lpl Financial | Charlottesville | VA | 02/2024 | Present |
1)01/30/2024 - Bowen Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2020 - 160 Hr/Mth 2) 01/27/2025- Cavalier Associates (CIMS Insurance Agency, LLC)- Insurance Agency- INV Related- At Reported Business Location(s)- Start date 01/20/2025- 4 Hours Per Month- 1 Hour During Trading 3) 01/27/2025- Signal Advisors USA, Inc.- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/20/2025- 4 Hours Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-14 |
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