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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-22 |
| VA | RA | APPROVED | 2021-08-30 |
Branch Locations
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
2965 Colonnade Dr Ste 310, Roanoke, VA 24018 • United States
3119 Chaparral Drive, Roanoke, VA 24018 • United States
65 East Midland Trail, Lexington, VA 24450 • United States
800 Arendell St Ste 175, Morehead City, NC 28557 • 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 |
|---|---|---|---|---|
| Investment Centers Of America | Roanoke | VA | 02/2017 | 10/2017 |
| Bnc Wealth Management | Roanoke | VA | 10/2015 | 02/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2017 | 08/2021 |
| Precision Restoration | Vinton | VA | 01/2019 | Present |
| Valley Wealth Group | Roanoke | VA | 02/2017 | Present |
| Lpl Financial, Llc | Roanoke | VA | 08/2021 | Present |
| Bank Of Botetourt | Lexington | 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- BOTETOURT WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- inv. related- ROANOKE, VA 3) 8/2021- Non-Variable Insurance - Valley Wealth Group - Inv. Related - Roanoke, VA - start date
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-15 |
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