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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
| VA | RA | APPROVED | 2025-02-04 |
Branch Locations
10641 Hull Street Road, Midlothian, VA 23112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precise Taxes Inc Dba Liberty Tax Service | Midlothian | VA | 07/2006 | Present |
| Massmutual Life Insurance Co | Glen Allen | VA | 06/2019 | 02/2025 |
| Mml Investors Services, Llc | Glen Allen | VA | 11/2019 | 02/2025 |
| American United Life Insurance | Glen Allen | VA | 01/2018 | 05/2019 |
| Anchor Financial Group/American United Life Insurance | Richmond | VA | 01/2018 | 05/2019 |
| Mutual Of Omaha Investor Services, Inc. | Midlothian | VA | 08/2017 | 02/2018 |
| Oneamerica Securities, Inc. | Richmond | VA | 04/2018 | 11/2018 |
| The Language Group | Virginia Beach | VA | 05/2016 | 09/2018 |
| Lpl Enterprise | Midloathian | VA | 02/2025 | Present |
1. 01/30/2025 - Precise Taxes Inc - Tax Prep/Accounting/CPA - Inv Related - Midlothian, VA - 09/01/2006 - 60hrs/MTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-21 |
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