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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-16 |
Branch Locations
Chesapeake, VA • United States
1317 Executive Blvd Ste 110, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-16 |
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