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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charleston | WV | 11/2012 | 09/2016 |
| Wells Fargo Advisors, Llc | Charleston | WV | 09/2016 | 08/2021 |
| Perfection Outdoors, Llc | Morgantown | WV | 08/2021 | 12/2025 |
| Lpl Financial | Morgantown | WV | 12/2025 | Present |
| Clear Mountain Bank | Morgantown | WV | 12/2025 | Present |
1) 12/11/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Clear Mountain Financial Solutions / Inv Related / At reported business location (s) 2) 12/11/2025 - Perfection Outdoors LLC / Business Owner / Inv Related / Morgantown WV 26508 / Start date 05/06/2021- 5 Total Hours per month - 0 Total Hours per month during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-13 |
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