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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-16 |
Branch Locations
4435 Waterfront Dr, Ste. 203, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambrige Investment Research, Inc. | Fairfield | IA | 07/2017 | 08/2019 |
| Cambrige Investment Research, Inc. | Fairfield | IA | 03/2018 | 08/2019 |
| University Of Georgia | Athens | GA | 08/2013 | 05/2017 |
| Alpha Wealth Advisors | Glen Allen | VA | 07/2017 | Present |
| Kestra Investment Services, Llc | Glen Allen | VA | 08/2019 | 09/2024 |
| Kestra Advisory Services, Llc | Glen Allen | VA | 08/2019 | 09/2024 |
| Lpl Financial Llc | Glen Allen | VA | 09/2024 | Present |
1- 08/2024 / Alpha Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 6.5 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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