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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-04-22 |
Branch Locations
14580 Wards Rd, Lynchburg, VA 24502 • United States
622 Broad St, Altavista, VA 24517 • United States
800 Main Street, Lynchburg, VA 24504 • United States
4080 Franklin Turnpike, Danville, VA 24540 • United States
1303 Main St, Altavista, VA 24517 • United States
4027 Halifax Rd, South Boston, VA 24592 • United States
3321 Old Forest Rd, Lynchburg, VA 24501 • United States
55 N Main St, Chatham, VA 24531 • United States
20865 Timberlake Rd, Lynchburg, VA 24502 • United States
3401 Odd Fellows Rd, Lynchburg, VA 24501 • United States
10370 Martinsville Hwy, Danville, VA 24541 • United States
800 Main St, Lynchburg, VA 24504 • United States
130 S Main St, Amherst, VA 24521 • United States
2208 Ivy Rd, Charlottesville, VA 22903 • United States
1033 Village Hwy, Rustburg, VA 24588 • United States
18077 Forest Rd, Forest, VA 24551 • United States
1312 S Boston Rd, Danville, VA 24540 • United States
2600 Riverside Dr, Danville, VA 24540 • United States
130 S Main St, Amherst, VA 24521 • United States
3300 N Main St Ext, Danville, VA 24540 • United States
20865 Timberlake Rd, Lynchburg, VA 24502 • United States
14580 Wards Rd, Lynchburg, VA 24502 • United States
3321 Old Forest Rd, Lynchburg, VA 24501 • United States
1303 Main St, Altavista, VA 24517 • United States
10370 Martinsville Hwy, Danville, VA 24541 • United States
55 N Main St, Chatham, VA 24531 • United States
1033 Village Hwy, Rustburg, VA 24588 • United States
336 Main St, Danville, VA 24541 • United States
4080 Franklin Turnpike, Danville, VA 24540 • United States
2208 Ivy Rd, Charlottesville, VA 22903 • United States
14417 Forest Rd, Forest, VA 24551 • United States
3401 Odd Fellows Rd, Lynchburg, VA 24501 • United States
336 Main St, Danville, VA 24541 • United States
97A Main St, South Boston, VA 24592 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Securities | Altavista | VA | 03/2015 | Present |
| Lpl Financial Llc | Altavista | VA | 11/2018 | Present |
1) 2018-11-27 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - First National Advisors / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2018-10-08 - hrs/mth - hrs/mth during trading 2) 2018-11-27 - S & L Designs - Business Owner - N - at reported business location(s) - 2018-10-08 - 4hrs/mth - 0hrs/mth during trading 3) 2018-11-27 - CHILDREY BAPTIST CHURCH - Non-Profit Board Member - N - 1224 Childrey Church Road, Nathalie VA 24577 - 2018-10-08 - 5hrs/mth - hrs/mth during trading 4) 2018-11-27 - Laura Holt, Notary - Notary - Y - at reported business location(s) - 2018-10-08 - 1hrs/mth - 1hrs/mth during trading 5) 2024-04-26 - Matthew Long - Outside/W-2 Employment - N - 245 Cherry Grove Road, Middlebrook VA 24459 - 2024-02-21 - 12hrs/mth - 0hrs/mth during trading 6) 2026-04-30 - Liberty University Zaki Gordon Cinematic Arts program - Artist/ Musician - N - Lynchburg VA - 2026-03-30 - 16hrs/mth - 0hrs/mth during trading 7) 2026-05-05 - Patrick Henry's Red Hill - Artist/ Musician - N - Brookneal VA - 2026-04-07 - 4hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-15 |
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