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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-01-21 |
| MD | RA | APPROVED | 2022-01-19 |
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 | 04/2013 | 11/2021 |
| Lpl Financial Llc | Berkeley Springs | WV | 12/2021 | Present |
| Cnb Bank | Berkeley Springs | WV | 12/2021 | Present |
1. 12/11/2021 - No Business Name - Not Investment Related - Outside/W-2 Employment - Start Date: 06/01/2000 - 6 Hours Per Month/0 Hours During Securities Trading - Time Spent 0% - Musician. 2. 02/12/2024 - CNB Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/07/2024 - 80 Hours Per Month/ During Trading 3. 07/17/2024 - CNB Bank, Inc. - Financial Institution Duty - Vice President - Not Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 80 Hours Per Month/ 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-28 |
| S65 | Uniform Investment Adviser Law Examination | 2013-07-17 |
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