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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-28 |
Branch Locations
2650 Electric Road, Suite D, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 03/2022 |
| Suntrust Investment Services, Inc | Atlanta | GA | 10/2005 | 03/2022 |
| Lpl Financial Llc | Roanoke | VA | 03/2022 | Present |
1)03/11/2022 - River Birch Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2022 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-15 |
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