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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2000-03-24 |
Branch Locations
505 Independence Pkwy Ste 107, Chesapeake, VA 23320-5178 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Chesapeake | VA | 03/1999 | Present |
(1) 3/30/1999 - OTHER-CORP, LIFE INSURANCE SALES - WEST COAST LIFE - CHESAPEAKE, VA. (2) 3/4/2009 - OTHER-NOTARY - NOTARY PUBLIC - NOT INVESTMENT RELATED - TIME SPENT 1% - CHESAPEAKE, VA. (3) 5/2/2013 - NON-VARIABLE INSURANCE - GENWORTH - WRITING LIFE INSURANCE AS A PRODUCER. - INVESTMENT RELATED - 1% OF TIME SPENT, CHESAPEAK, VA. (4) 3/24/2014 - NON-VARIABLE INSURANCE - CRUMP - WRITING LIFE INSURANCE FOR CLIENTS THROUGH CRUMP. - INVESTMENT RELATED - TIME SPENT 2% - CHESAPEAKE, VA. (5) 10/04/2021 - Penn Mutual - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 09/21/2021 - 2 Hours Per Month/1 Hour During Securities Trading. (6) 03/08/2022 - Brighthouse Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 02/24/2022 - 10 Hours Per Month/3 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-09 |
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