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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-04-07
  • VA RA
    APPROVED
    Since 2025-04-07

Branch Locations

2121 Electric Road, Roanoke, VA 24018 • United States

3119 Chaparral Drive, Roanoke, VA 24018 • United States

140 Town Center Street, Daleville, VA 24083 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-21
  • S66 Uniform Combined State Law Examination
    2001-09-21
Other Names
  • Teri Lynn Reed
  • Teri L Reed
  • Terri Reed

View on SEC IAPD

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