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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2018-05-02 |
| TX | RA | APPROVED_RES | 2015-10-19 |
| VA | RA | APPROVED | 2011-10-11 |
Branch Locations
100 West Jubal Early Drive, Winchester, VA 22601 • United States
Summit Community Bank 310 North Main Street, Moorefield, WV 26836 • United States
Summit Community Bank 224 South Main Street, Harrison, VA 22801 • United States
Summit Community Bank 251 W. Lee Highway, Ste 730, Warrenton, VA 20186 • United States
Summit Community Bank 564 North Main, Franklin, WV 26807 • United States
Summit Community Bank 59 Upper Cove Rd, Mathias, WV 26812 • United States
Summit Community Bank 90 South Grove Street, Petersburg, WV 26847 • United States
9406 Sam Snead Hwy, Hot Springs, VA 24445 • United States
195 W. Main St Po Box 529, Monterey, VA 24465 • United States
23 Scenic Hwy, Churchville, VA 24421 • United States
28 Main St, Rainelle, WV 25962 • United States
114 James River & Kanawha Tpke, Rupert, WV 25984 • United States
515 Appalachian Hwy, Pineville, WV 24874 • United States
321 Temple St, Hinton, WV 25951 • United States
2020 College Ave, Bluefield, WV 24701 • United States
145 Springhaven Dr, Princeton, WV 24740 • United States
1223 Stafford Dr, Princeton, WV 24740 • United States
1049 Cook Pky, Oceana, WV 24870 • United States
204 Catocin Cir Se, Leesburg, VA 20175 • United States
651 Foxcroft Ave., Martinsburg, WV 25401 • United States
88 Somerset Blvd., Charles Town, WV 25414 • United States
231 Aikens Center, Martinsburg, WV 25404 • United States
5091 Gerrardstown Rd, Inwood, WV 25428 • United States
525 Federal St, Bluefiled, WV 24701 • United States
2402 Mountaineer Blvd, Charleston, WV 25309 • United States
1925 Stone Spring Rd Suite 200, Rockingham, VA 22801 • United States
200 First St, Mullens, WV 25882 • United States
12030 Sunrise Valley Dr, Reston, VA 20191 • United States
123 Bethel Rd, Macarthur, WV 25873 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Group | Moorefield | WV | 11/2003 | Present |
| Lpl Financial Llc | Winchester | VA | 10/2011 | Present |
1. 10/19/2011 - SUMMIT FINANCIAL SERVICES - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 12/30/2024 - Burke & Herbert Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business location(s) - Start Date 05/03/2024 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-12 |
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