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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-19 |
| VA | RA | APPROVED | 2024-06-07 |
Branch Locations
311 Rivermont Ave, Ste 1, Lynchburg, VA 24504 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lynchburg | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Lynchburg | VA | 03/2020 | 05/2024 |
| Lpl | Lynchburg | VA | 05/2024 | Present |
1- 04/2024 / James River Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 8 hrs mnth / 160 hrs during trading 2- 04/2024 / Primland Resort / Resort Sommelier / Non Investment Related / 2 hrs mnth / start date 03/01/2021 3- 04/2024 / Scott Hengerer LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 5 hrs mnth / start 01/01/2024 4) 05/15/2025 - Peony Properties, LLC - Investment Related - Real Estate Rental - Home Based - Start Date:06/15/2025 - 3 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-23 |
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