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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-23 |
| MD | RA | APPROVED | 2024-07-09 |
Branch Locations
9695 Sliding Hill Rd., Ashland, VA 23005 • United States
10791 W Broad St., Glen Allen, VA 23060 • United States
9720 Lee Hwy., Fairfax, VA 22031 • United States
12451 Hedges Run Dr., Woodbridge, VA 22192 • United States
2062 Plank Rd., Fredericksburg, VA 22401 • United States
8206 Atlee Rd., Mechanicsville, VA 23116 • United States
3124 W Broad St., Richmond, VA 23230 • United States
133 S Washington St, Falls Church, VA 20121 • United States
1960 Gallows Rd, Vienna, VA 22182 • United States
4736 Langston Blvd, Arlington, VA 22207 • United States
8414 Lee Hwy., Fairfax, VA 22031 • United States
6661 Old Dominion Dr, Mclean, VA 22101 • United States
1025 Herndon Parkway, Herndon, VA 20170 • United States
9408 Grant St, Manassas, VA 20110 • United States
11721 Lee Hwy., Fairfax, VA 22030 • United States
14245-R Centerville Square, Centerville, VA 20121 • United States
12170 Sunset Hills Rd., Reston, VA 20190 • United States
1886 Metro Center - Suite 230, Reston, VA 20190 • United States
21099 Dulles Town Circle, Sterling, VA 20166 • United States
341 East Market St., Leesburg, VA 20176 • United States
43911 Farmwell Hunt Plaza, Ashburn, VA 20147 • United States
Alexandria, VA • United States
833 S Washington St., Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Chantilly | VA | 11/2023 | 07/2024 |
| Wells Fargo Bank, Na | Chantilly | VA | 10/2023 | 07/2024 |
| Truist Financial Corp | Mclean | VA | 09/2019 | 10/2023 |
| Us Bank | Fairfax | VA | 03/2019 | 09/2019 |
| Tiaa Bank | Fairfax | VA | 10/2015 | 03/2019 |
| Lpl Financial Llc | Pikesville | MD | 07/2024 | Present |
| M&T Bank | Pikesville | MD | 07/2024 | Present |
1. 07/09/2024 - M&T BANK - Inv Related - At Reported Business Location(s) - Notary - Started: 7/8/2024. 2. 07/09/2024 - Inv Related - Bethany Beach, DE - Real Estate Rental - Started: 1/10/2024 - 2 Hrs/Mo. 3. 07/09/2024 - Inv Related - Alexandria, VA - Real Estate Rental - Started: 7/1/2021 - 3 Hrs/Mo. 4. 06/27/2025 - Wilmington Advisors @ M&T - At Reported Business Location(s) - Inv Rel - Start date: 06/27/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-05 |
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