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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-21 |
| VA | RA | APPROVED | 2025-04-21 |
Branch Locations
1954 Evelyn Byrd Avenue, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L.M. Kohn & Company | Cincinnati | OH | 04/2023 | 04/2025 |
| Rockingham County Public Schools | Harrisonburg | VA | 06/2014 | 06/2023 |
| Loomis Wealth Management | Harrisonburg | VA | 08/2023 | 04/2025 |
| Lpl Financial Llc | Harrisonburg | VA | 04/2025 | Present |
1) Justin Hitt - Notary - Investment related - Harrisonburg, VA 22801-3423 - Start date: 4/21/2025 - Public Notary - 0 Hrs/Mth - 0 Hrs During Trading. - Time spent:0 2) Loomis Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - Harrisonburg, VA 22801-3423 . - Start date: 04/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading - Time spent: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
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