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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2020-09-28 |
| TX | RA | APPROVED_RES | 2020-09-17 |
Branch Locations
417 Grand Park Dr., Ste. 102, Parkersburg, WV 26105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Vienna | WV | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Vienna | WV | 11/2016 | 09/2020 |
| Lpl Financial Llc | Vienna | WV | 09/2020 | Present |
1) 9/11/2020 - North Bend Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 09/2020 2) 5/11/2021 - Exclusive Insurance Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 5/5/2021 - 1 Hours Per Month/1 Hours During Securities Trading. 3) 9/1/2021 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer/Agent - Started 07/26/2021 - 4 Hours Per Month/2 Hour2 During Securities Trading. 4) 01/08/2024 - Embee Real Estate LLC - Real Estate Rental - Investment Related - Hilton Head, SC - Start Date 09/17/2020 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-30 |
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