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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-07-11 |
| VA | RA | APPROVED | 2012-06-22 |
Branch Locations
Falls Church, VA • United States
118 S. Fairfax Street, Suite 1, Alexandria, VA 22314 • United States
100 South Fairfax Street, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alexandria | VA | 06/2012 | Present |
1. 7/25/2012: BURKE & HERBERT WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 11/9/2018 - William L. Talbert 2012 Irrevocable Trust - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Trustee for the William L. Talbert 2012 Irrevocable Trust - Start Date:11/01/2018 - 1 Hours Per Month/0 Hours During Trading. 3. 12/23/2019 - Talbert Family Trust 2018 DTD 07/12/2010 - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Co-Trustee - Started 11/19/2019 - 1 Hour Per Month During Securities Trading - Grantor of trust is deceased father, William Talbert. 4. 12/23/2019 - The Talbert State-Only QTIP Trust DTD 07/12/2010 - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Co-Trustee - Started 11/19/2019 - 1 Hour Per Month During Securities Trading - Grantor of the trust is my father, William Talbert, who is deceased.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-01 |
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