Rf Burke Steele

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2026-03-13
TX	RA	APPROVED_RES	2021-04-13
VA	RA	APPROVED	2017-11-29

MT RA
APPROVED

Since 2026-03-13
TX RA
APPROVED_RES

Since 2021-04-13
VA RA
APPROVED

Since 2017-11-29

Branch Locations

105 E 1St Ave, Plentywood, MT 59254 • United States

4331 Old Hundred Rd, Chester, VA 23831 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Appomattox Insurance Agency	Petersburg	VA	05/1995	Present
Investment Centers Of America, Inc.	Petersburg	VA	01/2010	11/2017
Lpl Financial Llc	Petersburg	VA	11/2017	Present

05/1995 → Present

Appomattox Insurance Agency

Petersburg, VA
01/2010 → 11/2017

Investment Centers Of America, Inc.

Petersburg, VA
11/2017 → Present

Lpl Financial Llc

Petersburg, VA

Previous Registrations

2010-01-05 → 2017-12-06

Investment Centers Of America, Inc.

Petersburg, VA

Bismarck, ND

Petersburg, VA

Dinwiddie, VA

Appleton, WI
2006-02-09 → 2010-01-05

Cl Wealth Management Llc

Schaumburg, IL
2001-03-15 → 2004-02-09

Advantage Capital Corporation

Petersburg, VA

Other Businesses

1. 11/29/2017 - GOOSE CREEK LLC - Not Investment Related - 49 S Market Street, Petersburg, VA 23803 - Real Estate Rental - Co-owner. 2. 11/29/2017 - APPOMATTOX INSURANCE AND FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - Insurance Agency - PRESIDENT / LICENSED AGENT - Start Date 1995. 3. 11/29/2017 - APPOMATTOX INSURANCE AND FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - Property and Casualty - PRESIDENT / LICENSED AGENT - Start Date 1995. 4. 11/29/2017 - Appomattox Insurance and Financial Services Inc - Investment Related - Business Entity For Tax/Investment Purposes Only - This is the behind the scenes tax entity that is not held out to the public. 5. 11/29/2017 - Appomattox Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 6. 11/29/2017 - Appomattox Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 7. 6/15/2018 - Steele Properties, LLC - Not Investment Related - Address: N/A - Other-hunting property - Co-owner/Member of LLC - Started 01/01/2018 - 0 Hours Per Month. 8. 01/07/2022 - Appomattox Wealth Management INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2022 - 160 Hours Per Month/130 Hours During Securities Trading. 9. 02/27/2026 - Investment Center of Montana - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2026 - 40 hours per month/ during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-08-06
S63	Uniform Securities Agent State Law Examination	1995-10-17

S65 Uniform Investment Adviser Law Examination

1996-08-06
S63 Uniform Securities Agent State Law Examination

1995-10-17

Other Names

R F Steele
Richard Floyd Burke Steele

View on SEC IAPD