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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-15 |
| WV | RA | APPROVED | 2023-08-14 |
Branch Locations
1604 West King Street, Martinsburg, WV 25401 • United States
1042 Morgantown Ave, Fairmont, WV 26554 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Martinsburg | WV | 11/2011 | 12/2016 |
| Scf Securities, Inc | Fresno | CA | 12/2016 | 08/2023 |
| Scf Investment Advisors, Inc. | Fresno | CA | 12/2016 | 08/2023 |
| Lpl Financial, Llc | Martinsburg | WV | 08/2023 | Present |
1) 08/10/2023 - Mission Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2016 - 160 Hr/Mth 2) 08/10/2023 - Non-Variable Insurance - Life, LTC, Fixed Annuity - Inv Rel - At Reported Business Location(s) - Start: 08/2023 - 4 Hr/Mth 3) 08/10/2023 - Stewart Financial Advisors LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 05/2014 - 160 Hr/Mth 4) 12/05/2025 - SFA Properties, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/04/2025 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-19 |
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