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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
White Stone, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sona Wealth Management (Formerly Evb Investments) | Urbanna | VA | 10/2003 | 04/2019 |
| Bi Investments, Llc | Glen Allen | VA | 08/2004 | 09/2025 |
| Lpl Financial Llc | Kilmarnock | VA | 09/2025 | Present |
| Primis Bank | Williamsburg | VA | 09/2025 | Present |
| Infinex Investments, Inc. | Gloucester Point | VA | 06/2008 | 09/2025 |
1. 08/2025 - VIRGINIA INSURANCE AGENCY SOLUTIONS, INC - Non-Variable Insurance - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Kilmarnock, VA 22482 - OBA Start Date: 04/01/2019 2. 08/2025 - D&R Kilmarnock - Real Estate Rental - Investment Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Virginia Beach VA 23454 - OBA Start Date: 07/01/2024 3. 08/2025 - Virginia Asset Group - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - Virginia Beach, Va. 23452 - OBA Start Date: 9/4/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-17 |
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