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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-03 |
Branch Locations
3712 Old Forest Road Suite 400-2, Lynchburg, VA 24501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 05/2024 | 03/2026 |
| National Life Group | Roanoke | VA | 04/2021 | 03/2026 |
| Pet Dairy | Forest | VA | 05/2018 | 08/2023 |
| Calloway Enterprise | Lynchburg | VA | 08/2013 | 05/2018 |
| Lpl Enterprise Llc | Lynchburg | VA | 03/2026 | Present |
1. 02/26/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Forest VA - OBA start date: 02/23/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 02/26/2026 - Randall Calloway II N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Forest VA - OBA start date: 02/23/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 02/26/2026 - Randall Calloway - Civil Celebrant - Business Owner - Not Investment related - Forest VA - OBA start date: 06/04/2023 - 02 Hrs/Mth - 00 Hrs During Trading 4. 02/26/2026 - Calloway Enterprises Snow Removal - Business Owner - Investment related - Forest VA - OBA start date: 05/11/2010 - 03 Hrs/Mth - 00 Hrs During Trading 5. 02/26/2026 - Bold Financial Strategies LLC - DBA for LPL Business (entity for LPL business) - Investment related - Lynchburg VA - OBA start date: 06/04/2024 - 40 Hrs/Mth - 40 Hrs During Trading 6. 02/26/2026 - The Unlimited Potential Foundation - Non-Profit Board Member - Not Investment related - Lynchburg VA - OBA start date: 01/01/2023 - 20 Hrs/Mth - 02 Hrs During Trading 7. 02/26/2026 - Revelers Club LTD. - Non-Profit Board Member - Not Investment related - Lynchburg VA - OBA start date: 09/11/2022 - 02 Hrs/Mth - 00 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-14 |
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