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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-23 |
Branch Locations
1264 N Main St, Madison, VA 22727 • United States
200 W Main St, Louisa, VA 23093 • United States
595 N Madison Rd, Orange, VA 22960 • United States
795 Nalles Mill Rd, Culpeper, VA 22701 • United States
10 S Jefferson St Ste 2100 [V3/V8-Rbo], Roanoke, VA 24011 • United States
216 S Wayne Ave 1St & 2Nd Fls, Waynesboro, VA 22980 • United States
3490 Seminole Trail, Charlottesville, VA 22911 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Waynesboro | VA | 07/2014 | 04/2022 |
| Securities America Advisors | Waynesboro | VA | 07/2014 | 04/2022 |
| Lpl Financial | Fishersville | VA | 04/2022 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-07 |
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