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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-27 |
| TX | RA | APPROVED_RES | 2025-09-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 11/2017 | 09/2025 |
| Lpl Financial | Roanoke | VA | 09/2025 | Present |
| Bank Of Botetourt | Roanoke | VA | 09/2025 | Present |
1) 08/2025 - BOTETOURT WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 08/2025 -Investment products and services are offered through LPL Financial LLC using the DBA / Valley Wealth Group / At reported business location (s) 160 hrs per month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-16 |
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