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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-02 |
Branch Locations
370 Neff Ave Unit P Ste 8, Harrisonburg, VA 22801 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Harrisonburg | VA | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Harrisonburg | VA | 11/2016 | 12/2023 |
| Lpl Financial | Harrisonburg | VA | 12/2023 | Present |
1)12/04/2023 - Nutter Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2023 - 80 Hr/Mth 2)12/04/2023 - Valley Pike Properties - Real Estate Rental - Harrisonburg, VA - Inv Rel - Start: 11/2010 - 10 Hr/Mth 3)12/04/2023 - WILBURN LLC - Family Investments-not held out to the public - Non-Inv Rel - Harrisonburg, VA - Start: 11/2000 4) 03/14/2025 - Sherwin Williams - Outside/W-2 Employment - Non Inv Rel - Harrisonburg, VA 22801 - Start Date : 02/04/2025 20 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-06 |
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