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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-10-16
  • VA RA
    APPROVED
    Since 2024-10-16

Branch Locations

Chesapeake, VA • United States

1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Virginia Beach VA 11/2023 Present
Norfolk Academy Norfolk VA 09/2013 05/2017
Unemployed Chesapeake VA 05/2017 08/2017
University Of South Carolina Columbia SC 08/2017 05/2021
Towne Insurance Virginia Beach VA 05/2018 08/2018
Persium Group Atlanta GA 05/2019 08/2019
Unemployed Chesapeake VA 05/2021 08/2021
Duke University Durham NC 08/2021 05/2023
Rein.aI Durham NC 05/2022 08/2022
Duke University Durham NC 01/2023 05/2023
Unemployed Chesapeake VA 05/2023 11/2023
  • 11/2023 → Present
    Virginia Beach, VA
  • 09/2013 → 05/2017
    Norfolk Academy
    Norfolk, VA
  • 05/2017 → 08/2017
    Unemployed
    Chesapeake, VA
  • 08/2017 → 05/2021
    University Of South Carolina
    Columbia, SC
  • 05/2018 → 08/2018
    Towne Insurance
    Virginia Beach, VA
  • 05/2019 → 08/2019
    Persium Group
    Atlanta, GA
  • 05/2021 → 08/2021
    Unemployed
    Chesapeake, VA
  • 08/2021 → 05/2023
    Duke University
    Durham, NC
  • 05/2022 → 08/2022
    Rein.aI
    Durham, NC
  • 01/2023 → 05/2023
    Duke University
    Durham, NC
  • 05/2023 → 11/2023
    Unemployed
    Chesapeake, VA
Other Businesses

1) 02/16/2024 - ACME Consulting and Marketing LLC - Other Business Owner - Managing member - Virginia 23320 - Non investment related - Start date: 10/08/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 02/16/2024 - Michael Estrada Time Share - Real Estate Rental - Cancun, Q.R, Mexico - Investment related - Start date: 03/09/2017 -0 Hrs/Mth - 0 Hrs During Trading. 3) 08/20/2025 - Coastal VA Wealth Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/06/2025 - 160 Hrs/Mth - 7 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-16
  • S66 Uniform Combined State Law Examination
    2024-10-16

View on SEC IAPD

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