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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-19 |
| WV | RA | APPROVED | 2024-07-18 |
Branch Locations
1414 Blizzard Drive, 2Nd Fl, Parkersburg, WV 26101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Guardian, Llc | Parkersburg | WV | 09/2012 | 03/2017 |
| Capital Guardian Wealth Management, Llc | Parkersburg | WV | 09/2012 | 03/2017 |
| Pro Trust Advisors, Inc | Parkersburg | WV | 09/2012 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2017 | 07/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2017 | 07/2024 |
| Lpl Financial Llc | Parkersburg | WV | 07/2024 | Present |
1- 06/2024 / Fixed Insurance / Non-Variable Insurance / Investment Related / 20 hrs mnth / 1 hr during trading / at location / start 06/28/2001 2- 06/2024 / Pro Trust Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 22 hrs mnth / 6 hrs during trading / at location
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-03 |
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