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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2001-06-04 |
Branch Locations
Port Republic, VA • United States
1920 Medical Ave, Ste M, Harrisonburg, VA 22801-8016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O.D. Shrader, Cpa,Pc | Harrisonburg | VA | 01/2001 | Present |
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Harrisonburg | VA | 09/2001 | Present |
1. 5/17/2012: REAL ESTATE RENTAL - CRYSTAL SHORES - INV REL - 1 CONDO LOCATED IN THE OUTER BANKS OF NORTH CAROLINA. RENTED BY US THROUGH PERSONAL CONTACTS. - TIME SPENT 1% - KILL DEVIL HILLS, NC. 2. 5/17/2012: OTHER-OWN/MANAGE CONDO - 1920 PROPERTIES, LLC - THE LLC OWNS TWO CONDOS, UNIT M AND UNIT L. THE LLC IS OWNED JOINTLY WITH CATHY SHRADER, MY WIFE. - TIME SPENT 1% - HARRISONBURG, VA 22801. 3. 07/17/2015 - O D SHRADER, PC - NOT INV REL - 1920 MEDICAL AVENUE, STE M, HARRISONBURG, VA 22801 - TAX PREP/ACCOUNTING/CPA - START 01/16/2001 - MAJORITY OWNER OF O.D. SHRADER, PC, A CPA FIRM SPECIALIZING IN TAX PREPARATION. 4. 11/24/2015 * Shen Valley Financial, LLC * DBA for LPL Business (entity for LPL business) * Shen Valley Financial, LLC * INV REL * AT REPORTED BUSINESS LOCATI0N(S) * START 01/01/2016 * 120 HRS/MO DURING SECS TRDG HRS. 5. 3/2/2020 - No Business Name - Not Investment Related - Location/Address: Varies - Non-Profit Board Member - Start Date: 05/14/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Member of a bank advisory board. The board meets for one hour each quarter. 6. 10/11/2023 - 1764 LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 08/01/2017 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2001-05-22 |
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