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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-07 |
Branch Locations
2121 Electric Road, Roanoke, VA 24018 • United States
3119 Chaparral Drive, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davenport & Company Llc | Roanoke | VA | 04/2015 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roanoke | VA | 04/2022 | 03/2025 |
| Lpl Financial | Roanoke | VA | 04/2025 | Present |
1)04/07/2025 - Botetourt Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/07/2025 - Blue Eagle Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)04/07/2025 - Valley Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s). 4)04/07/2025 - Big Black Dog Farms LLC - Non-Inv Rel - Callaway, VA - Start: 05/2019 - 10 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-21 |
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