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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-07-08 |
Branch Locations
1231 T J Jackson Dr, Falling Waters, WV 25419 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 05/2015 | 09/2020 |
| Edward Jones | Martinsburg | WV | 10/2020 | 09/2021 |
| Fidelity Investments | Reston | VA | 09/2021 | 06/2024 |
| Lpl Financial Llc | Falling Waters | WV | 07/2024 | Present |
| Cnb Bank | Falling Waters | WV | 06/2024 | Present |
1. 07/03/2024 - CNB Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 07/03/2024 - CNB BANK / Senior Investment Analyst / Financial Institution Duty / Ind. Related / FALLING WATERS, WV / Start date 06/03/2024 - 40 Hrs per month - 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-21 |
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