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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-21 |
| VA | RA | APPROVED | 2023-10-23 |
Branch Locations
701 Town Center Dr. Ste 104, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Mill | SC | 03/2023 | 03/2023 |
| 70 X 7 Lawn Care Llc | Yorktown | VA | 03/2016 | 11/2022 |
| James River Country Club | Newport News | VA | 01/2020 | 04/2023 |
| Old Point Wealth Management | Newport News | VA | 05/2022 | 08/2022 |
| Alpha One Source | Hampton | VA | 05/2021 | 08/2021 |
| Lpl Financial Llc | Newport News | VA | 03/2023 | Present |
1- 04/07/2026 - Point Comfort Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 160 hours per month/ 130 hours during trading 2. 06/18/2026 - Point Comfort Wealth Management - Notary - Investment Related - At Reported Business Location(s) - Start Date 08/05/2024 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
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