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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2014-05-09 |
Branch Locations
4860 Cox Road, Ste 200, Glen Allen, VA 23060 • United States
Manakin-Sabot, VA • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Midlothian | VA | 05/2014 | Present |
1. 05/09/2014 - SYNERGY WEALTH GROUP/ DBA ONLY/ 100%/ MIDLOTHIAN, VA 2. 2/16/2021 - Main Street Realty Partners LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 2/5/2021 - 3 Hours Per Month/1 Hour During Securities Trading. 3. 03/23/2022 - Bullano Enterprises LLC - Not Investment Related - Home Based - Other - LLC / Business Entity - Start Date - 01/21/2022 - 3 Hours Per Month/1 Hours During Securities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-27 |
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