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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
417 Grand Park Dr., Ste. 105, Parkersburg, WV 26105 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Parkersburg | WV | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Parkersburg | WV | 11/2016 | 01/2025 |
| Lpl Financial Llc | Parkersburg | WV | 01/2025 | Present |
1-12/2024 / North Bend Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 01/24/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-23 |
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