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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-09-21 |
Branch Locations
14580 Wards Rd, Lynchburg, VA 24502 • United States
622 Broad St, Altavista, VA 24517 • United States
800 Main Street, Lynchburg, VA 24504 • United States
10370 Martinsville Hwy, Danville, VA 24541 • United States
2208 Ivy Rd, Charlottesville, VA 22903 • United States
4027 Halifax Rd, South Boston, VA 24592 • United States
1033 Village Hwy, Rustburg, VA 24588 • United States
3321 Old Forest Rd, Lynchburg, VA 24501 • United States
20865 Timberlake Rd, Lynchburg, VA 24502 • United States
800 Main St, Lynchburg, VA 24504 • United States
4080 Franklin Turnpike, Danville, VA 24540 • United States
130 S Main St, Amherst, VA 24521 • United States
1303 Main St, Altavista, VA 24517 • United States
3401 Odd Fellows Rd, Lynchburg, VA 24501 • United States
55 N Main St, Chatham, VA 24531 • United States
18077 Forest Rd, Forest, VA 24551 • United States
1312 S Boston Rd, Danville, VA 24540 • United States
2600 Riverside Dr, Danville, VA 24540 • United States
4080 Franklin Turnpike, Danville, VA 24540 • United States
14580 Wards Rd, Lynchburg, VA 24502 • United States
130 S Main St, Amherst, VA 24521 • United States
3321 Old Forest Rd, Lynchburg, VA 24501 • United States
1033 Village Hwy, Rustburg, VA 24588 • United States
1303 Main St, Altavista, VA 24517 • United States
55 N Main St, Chatham, VA 24531 • United States
3300 N Main St Ext, Danville, VA 24540 • United States
10370 Martinsville Hwy, Danville, VA 24541 • United States
336 Main St, Danville, VA 24541 • United States
20865 Timberlake Rd, Lynchburg, VA 24502 • United States
2208 Ivy Rd, Charlottesville, VA 22903 • United States
3401 Odd Fellows Rd, Lynchburg, VA 24501 • United States
97A Main St, South Boston, VA 24592 • United States
14417 Forest Rd, Forest, VA 24551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Hardy | VA | 01/2015 | 09/2018 |
| American National Bank | Hardy | VA | 02/2015 | 09/2018 |
| Raymond James Financial Services Advisors Inc. | Hardy | VA | 02/2018 | 09/2018 |
| Lpl Financial Llc | Moneta | VA | 09/2018 | Present |
1. 01/03/2019 - First National Advisors - Investment related - DBA for LPL Business (entity for LPL business) - start date 12/20/2018 - 160 hrs/mo - 160 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-14 |
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