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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
2965 Colonnade Dr Ste 310, Roanoke, VA 24018 • United States
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
2121 Electric Road, Roanoke, VA 24018 • 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 | 08/2016 | 10/2017 |
| Bnc / Lpl Financial Llc | Roanoke | VA | 10/2015 | 10/2017 |
| Cetera Advisor Networks | El Segundo | CA | 10/2017 | 08/2021 |
| Valley Wealth Group | Roanoke | VA | 09/2016 | Present |
| Lpl Financial, Llc | Roanoke | VA | 08/2021 | Present |
| Blue Eagle Wealth Management | Roanoke | VA | 08/2021 | Present |
1) 8/2015 - DBA for LPL Business (entity for LPL business) - Valley Wealth Group - Investment Related - Roanoke, VA 24018 2) 3/2012 - Non-Variable Insurance - Michael Blanchard - Investment Related - Roanoke, VA 24018 3) 8/2021 - DBA for LPL Business (entity for LPL business) - Blue Eagle Wealth Management - Investment Related - 50% - Roanoke, VA 24018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-27 |
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