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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-13 |
| VA | RA | APPROVED | 2021-08-26 |
Branch Locations
2121 Electric Road, Roanoke, VA 24018 • United States
3119 Chaparral Drive, Roanoke, VA 24018 • United States
140 Town Center Street, Daleville, VA 24083 • United States
800 Arendell St Ste 175, Morehead City, NC 28557 • United States
65 East Midland Trail, Lexington, VA 24450 • United States
1750 Kraft Dr Ste 1190, Blacksburg, VA 24060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | Roanoke | VA | 08/2014 | 10/2017 |
| Cetera Advisor Networks | El Segundo | CA | 10/2017 | 08/2021 |
| Valley Wealth Group | Roanoke | VA | 10/2017 | Present |
| Lpl Financial, Llc | Roanoke | VA | 08/2021 | Present |
| Blue Eagle Credit Union | Roanoke | VA | 08/2021 | Present |
| Bank Of Boutetourt | Daleville | VA | 08/2021 | Present |
1) 8/2021- VALLEY WEALTH GROUP- DBA for LPL Business (entity for LPL business)- inv. related- ROANOKE, VA 2) 8/2021- Valley Wealth Group- Non-Variable Insurance- Agent selling fixed insurance business- inv. related- ROANOKE, VA- 1hrs/mth 3) 8/2021- BOTETOURT WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- inv. related- ROANOKE, VA - 32hrs/tmh 4) 8/2021- BLUE EAGLE WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- inv. related- ROANOKE, VA - 16hrs/mth 5) 04/21/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Other - NOTARY - Start Date 04/17/2023 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-30 |
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