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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-03-24 |
| WV | RA | APPROVED | 2020-03-24 |
Branch Locations
101 South Washington St, Berkeley Springs, WV 25411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Financial Solutions, Inc. | Cumberland | MD | 05/2009 | 02/2020 |
| Cnb Bank | Berkeley Springs | WV | 03/2020 | Present |
| Lpl Financial Llc | Berkeley Springs | WV | 03/2020 | Present |
1. 11/19/2020 - CNB Investment & Planning Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/19/2020 - 120 Hour Per Month/120 Hours During Securities Trading. 2. 01/04/2024 - CNB Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 120 Hours Per Month/ During Trading 3. 02/05/2024 - CNB Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - President of Trust & Investment Services - Started 03/10/2020 - 30 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-22 |
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