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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Raonoke | VA | 06/2025 | Present |
| Valley Wealth Group | Raonoke | VA | 05/2024 | 08/2024 |
| Chili's | Raonoke | VA | 05/2023 | 08/2023 |
| Altus Construction | Roanoke | VA | 05/2022 | 08/2022 |
| Sewanee: The University Of The South | Sewanee | TN | 08/2024 | 06/2025 |
| Sewanee: The University Of The South | Sewanee | TN | 08/2023 | 05/2024 |
| Sewanee: The University Of The South | Sewanee | TN | 08/2022 | 05/2023 |
| Sewanee: The University Of The South | Sewanee | TN | 08/2021 | 05/2022 |
| Altus Construction | Roanoke | VA | 06/2021 | 08/2021 |
| North Cross School | Raonoke | VA | 08/2020 | 06/2021 |
| North Cross School | Roanoke | VA | 08/2019 | 06/2020 |
| North Cross School | Roanoke | VA | 08/2018 | 06/2019 |
| North Cross School | Roanoke | VA | 08/2017 | 06/2018 |
| North Cross School | Roanoke | VA | 08/2016 | 06/2017 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Valley Wealth Group - Investment Related - At Reported Business Location (s) - Start date: 08/2025 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Botetourt Wealth Management - Investment Related - At Reported Business Location (s) - Start date: 08/2025 3. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Blue Eagle Wealth Management - Investment Related - At Reported Business Location (s) - Start date: 08/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
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