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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-04 |
| VA | RA | APPROVED | 2022-04-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Securities America, Inc. | Fishersville | VA | 10/2002 | 04/2022 |
| Securities America Advisors, Inc. | Fishersville | VA | 11/2003 | 04/2022 |
| Campbell Financial Services | Fishersville | VA | 04/1978 | 04/2022 |
| Everbank | Jacksonville | FL | 05/2005 | 04/2022 |
| Lpl Financial | Fishersville | VA | 04/2022 | Present |
1- 07/01/2006 / Stephen J campbell Real Estate LLC / Real Estate Rental / Investment Related / 1904 jefferson Hwy, Fishersville, VA 22939 2- 04/2022 / DBA for LPL Business (entity for LPL business) / Cornerstone Wealth Advisor Group / Investment Related / 160 HR MNTH & 8 HR During Trading / Fishersville Fishersville, Fishersville, VA 22939 3- 07/2000 / Real Property / Real Estate Rental / Investment Related / 128 henry ave waynesboro VA 22980 4- 04/26/2023 - Advisors Excel - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date 04/17/2023 - 4 Hours Per Month/2 Hours During Securities Trading 5- 10/04/2023 - Real Estate Rental - Condo - Investment Related - Emerald Isle, NC - Start Date 09/28/2023 - 2 Hours Per Month/ 0 Hurs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-15 |
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