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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bnc Bank | Roanoke | VA | 09/2015 | 02/2017 |
| Lpl Financial Llc | Roanoke | VA | 09/2015 | 02/2017 |
| Investment Centers Of America, Inc. | Roanoke | VA | 02/2017 | 10/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2017 | 08/2021 |
| Valley Wealth Group | Roanoke | VA | 02/2017 | Present |
| Lpl Financial | Roanoke | VA | 08/2021 | Present |
1) Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 2) VALLEY WEALTH GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) BOTETOURT WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-08 |
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