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Valetta Arshaemichelle Burgess

LPl Enterprise, LLC

Mt. Pleasant, SC

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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-12-08
  • SC RA
    APPROVED
    Since 2025-12-08

Branch Locations

884 Allbritton Boulevard Suite 205, Mt. Pleasant, SC 29464 • 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
First Command Brokerage Services, Inc. Fort Worth TX 02/2024 02/2025
South Carolina Army National Guard Columbia SC 09/2014 08/2020
City Of Myrtle Beach Police Department Myrtle Beach SC 07/2016 12/2016
Scarng Deployment Constanta 02/2017 01/2018
Sc Army National Recruiting And Retention Command Columbia SC 04/2018 08/2018
Columbia International University Columbia SC 08/2020 04/2022
Scarng Deployment Fort Meade MD 04/2022 09/2023
Cornerstone Insurance Company Greenville SC 12/2022 08/2024
First Command Brokerage Services, Inc. Fort Worth TX 02/2025 12/2025
First Command Advisory Services, Inc. Fort Worth TX 02/2025 12/2025
First Command Insurance Services, Inc. Fort Worth TX 02/2025 12/2025
Lpl Enterprise Llc Mount Pleasant SC 12/2025 Present
  • 02/2024 → 02/2025
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 09/2014 → 08/2020
    South Carolina Army National Guard
    Columbia, SC
  • 07/2016 → 12/2016
    City Of Myrtle Beach Police Department
    Myrtle Beach, SC
  • 02/2017 → 01/2018
    Scarng Deployment
    Constanta
  • 04/2018 → 08/2018
    Sc Army National Recruiting And Retention Command
    Columbia, SC
  • 08/2020 → 04/2022
    Columbia International University
    Columbia, SC
  • 04/2022 → 09/2023
    Scarng Deployment
    Fort Meade, MD
  • 12/2022 → 08/2024
    Cornerstone Insurance Company
    Greenville, SC
  • 02/2025 → 12/2025
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 02/2025 → 12/2025
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2025 → 12/2025
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 12/2025 → Present
    Mount Pleasant, SC
Previous Registrations
Other Businesses

1. 12/04/2025 - Valetta Burgess, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Columbia, SC - INV REL - Start Date: 11/17/2025 - 160 Hrs/Mth - 160 Hrs During Trading 2. 12/04/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Columbia, SC - INV REL - Start Date: 11/17/2025 - 160 Hrs/Mth - 160 Hrs During Trading 3. 12/04/2025 - SC Army National Guard - Politics/ Government - Eastover, SC - Not INV REL - Start Date: 09/18/2014 - 20 Hrs/Mth - 20 Hrs During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-27
S63 Uniform Securities Agent State Law Examination 2024-10-17
  • S65 Uniform Investment Adviser Law Examination
    2025-01-27
  • S63 Uniform Securities Agent State Law Examination
    2024-10-17
Other Names
  • Valetta Arshae Michelle Burgess

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