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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
| WV | RA | APPROVED | 2024-11-14 |
Branch Locations
10 Island Ave. Suite 4, Buckhannon, WV 26201 • United States
11 Middletown Road, White Hall, WV 26554 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Canonsburg | PA | 10/2018 | 11/2023 |
| West Virginia Wesleyan College | Buckhannon | WV | 07/2015 | 09/2018 |
| The Prudential Insurance Company Of America | Canonsburg | PA | 01/2024 | Present |
| Pruco Securities, Llc | Canonsburg | PA | 01/2024 | 11/2024 |
| Unemployed | Buckhannon | WV | 11/2023 | 01/2024 |
| Lpl Enterprise, Llc | White Hall | WV | 11/2024 | Present |
1) 11/14/2024- Buckhannon-Upshur Chamber of Commerce- Non-Profit Board Member- Not INV Related- White Hall, WV- Start Date 01/03/2022- 2hrs/mth- 0hrs during trading 2) 11/14/2024- MVBOA, INC.- Non-Profit Board Member- Not INV Related- Buckhannon, WV- Start Date- 07/02/2018- 5hrs/mth- 0hrs during trading 3) 09/05/2024- Notary Public- Not INV Related- White Hall, WV- Start Date 05/20/2024- 0hrs/mth- 0hrs during trading 4. 11/14/2024 - Kimble Professional Services - Tax Prep/Accounting/CPA - Buckhannon, WV - INV REL - Start Date 01/15/2001 - 20hrs/mth 5. 11/14/2024 - Robert J. Kimble - Business Owner - Buckhannon, WV - NOT INV REL - Start Date 11/01/2009 - 20hrs/mth 6. 05/21/2025 - Wild & Wonderful Wealth Partners - DBA for LPL Business (entity for LPL business) - White Hall, WV - INV REL - Start Date 06/02/2025 - 0hrs/mth 7. 06/11/2026-Peak Health Insurance Corporation-Health Plans Producer-Non-Variable Insurance-Inv related-At Morgantown, WV-Start date 07/01/2026-15hrs/mth-0hrs/mth during trading 8. 06/11/2026-West Virginia Wesleyan College-Adjunct Faculty-Teacher Paid by School or University-Inv related-At Buckhannon, WV-Start date 08/01/2026-16hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
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