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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-15 |
Branch Locations
6511 George Washington Hwy Memorial, Gloucester, VA 23061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 09/2023 | 05/2025 |
| 1St Advantage Federal Credit Union | Yorktown | VA | 09/2023 | Present |
| Walgreens | Hayes | VA | 11/2018 | 09/2023 |
| Rappahannock Community College | Saluda | VA | 06/2018 | 12/2019 |
| Christopher Newport University | Newport News | VA | 01/2020 | 05/2022 |
| 1St Advantage Federal Credit Union | Yorktown | VA | 06/2021 | 12/2021 |
| 1St Advantage Federal Credit Union | Yorktown | VA | 10/2022 | 09/2023 |
| Gloucester High School | Gloucester | VA | 09/2013 | 06/2018 |
| Lpl Financial Llc | Yorktown | VA | 05/2025 | Present |
1 - 06/2025 - Advantage Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 0 Hours/Month - 0 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-13 |
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