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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-07 |
| VA | RA | APPROVED | 2018-06-26 |
Branch Locations
2650 Electric Road, Suite D, Roanoke, VA 24018 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Roanoke | VA | 06/2014 | 06/2018 |
| Lpl Financial Llc | Roanoke | VA | 06/2018 | Present |
1. 6/22/2018 - Midsummer Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/22/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 3/16/2020 - Midsummer Wealth Management - DBA: River Birch Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2020 - 5 Hours Per Month/1 Hour During Securities Trading. 3. 3/25/2020 - McJoByn - Investment Related - 2650 Electric Road, Suite D, Roanoke, VA 24018 - Real Estate Rental - Start Date: 06/30/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 11/21/2023 - Virginia Western Community College - Outside/W-2 Employment - Adjunct Professor - Not Investment Related - 3094 Colonial Ave SW, Roanoke, VA 24015 - Start Date 01/01/2024 - 12 Hours Per Month/ 0 Hours During Trading 5. 07/05/2024 - Blue Acres, LLC - Rep's business - Not Investment Related - Roanoke, VA 24012 - Start Date 05/20/2024 - 8 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-21 |
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