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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-06-03 |
| VA | RA | APPROVED | 2019-12-12 |
Branch Locations
651 Foxcroft Ave., Martinsburg, WV 25401 • United States
5091 Gerrardstown Rd, Inwood, WV 25428 • United States
88 Somerset Blvd., Charles Town, WV 25414 • United States
231 Aikens Center, Martinsburg, WV 25404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Winchester | VA | 10/2015 | Present |
1. 3/10/2016 - Summit Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/09/2016 - 160 Hours Per Month During Securities Trading. 2. 11/07/2024 - Burke & Herbert Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/11/2024 - 240 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-27 |
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