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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-02 |
Branch Locations
1919 Gallows Road Suite 100, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Income & Estate Planning Partners | Newark | DE | 05/2023 | 05/2025 |
| Chuys Tex Mex Restaurant | Springfield | VA | 05/2022 | 08/2023 |
| O'NEill's Irish Pub | Harrisonburg | VA | 03/2022 | 05/2022 |
| James Madison University | Harrisonburg | VA | 08/2021 | 03/2022 |
| Camp Whatakid - Silo Center | Lorton | VA | 05/2021 | 08/2021 |
| Salisbury University | Salisbury | MD | 08/2020 | 05/2021 |
| New Hope Church | Lorton | VA | 06/2018 | 08/2018 |
| New Hope Church | Lorton | VA | 06/2017 | 08/2017 |
| West Springfield High School | Springfield | VA | 08/2016 | 08/2020 |
| George Mason University | Fairfax | VA | 08/2023 | 05/2025 |
| Lpl Enterprise, Llc | Vienna | VA | 05/2025 | Present |
| Lion Street Financial, Llc | Newark | DE | 07/2023 | 05/2025 |
1. 06/25/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Springfield, VA - Start Date 05/22/2025 - 160 HRS/MO |160 HRS/MO DURING TRADING 2. 06/25/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Springfield, VA - Start Date 05/22/2025 - 160 HRS/MO |160 HRS/MO DURING TRADING 3. 07/21/2025 - Integrated Wealth Advisors - DBA for LPL Business (entity for LPL business) - At reported location - INV REL - Start Date 07/17/2025 - 160hrs/mth | 130hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
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