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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Lexington | VA | 10/2000 | 06/2018 |
| Bb&T Investments | Charlotte | NC | 11/2006 | 06/2018 |
| Bb&T Securities, Llc | Lexington | VA | 01/2018 | 06/2018 |
| Cetara Advisor Networks | El Segundo | CA | 08/2018 | 08/2021 |
| Lpl Financial, Llc | Lexington | VA | 08/2021 | Present |
| Bank Of Boutetourt | Lexington | VA | 08/2021 | Present |
1)08/21/2021 - Botetourt Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2017 - 32 Hr/Mth 2)08/21/2021 - Notary - State of VA - Start: 04/2005 - 1 Hr/Mth 3) 06/09/2022 - EFCC Properties LLC - Investment Related - Buena Vista, VA 24416 - Real Estate Rental - Start Date - 06/01/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading. 4) 04/05/2024 - EFCC 2 Properties, LLC - Inv Related - Buena Vista, CA - Real Estate rental - Started: 2/22/24 - 1 Hr/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-19 |
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