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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-29 |
| VA | RA | APPROVED | 2019-07-26 |
Branch Locations
501 Independence Pkwy Ste 202, Chesapeake, VA 23320 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Virginia Beach | VA | 08/2009 | 07/2019 |
| Lpl Financial Llc | Chesapeake | VA | 07/2019 | Present |
1)06/17/2019 - JCG, LLC - Business Entity For Tax/Investment Purposes Only - non-inv rel - at reported business location(s) - start: 11/2013 - 1/9 hr/mth 2)06/17/2019 - Notary - state of VA - inv rel - start: 01/2015 - 1 hr/mth 3)06/17/2019 - POA - Act in a Fiduciary Capacity - inv rel - at reported business location(s) - start: 01/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-13 |
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