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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-26 |
| VA | RA | APPROVED | 2021-11-26 |
Branch Locations
107 Nat Turner Blvd S, Newport News, VA 23606 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Newport News | VA | 02/2005 | 11/2021 |
| Raymond James Financial Services Advisors, Inc | Newport News | VA | 01/2009 | 11/2021 |
| Townebank | Newport News | VA | 10/2011 | 11/2021 |
| Lpl Financial, Llc | Newport News | VA | 11/2021 | Present |
1. 11/26/2021 - Williamsburg Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/26/2021 - 160 Hours Per Month During Securities Trading - Time Spent 100%. 2. 11/26/2021 - KENNEDY WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-28 |
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