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500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-06-15 |
Branch Locations
101 N. Kanawha Suite 301, Beckley, WV 25801 • United States
500 Corporate Landing Suite 201, Charleston, WV 25311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bluefield | WV | 03/2015 | 05/2017 |
| Raymond James Financial Services Advisors Inc. | Bluefield | WV | 03/2015 | 05/2017 |
| First Community Bank | Beckley | WV | 03/2015 | 05/2017 |
| United Brokerage Services, Inc. | Beckley | WV | 05/2017 | 01/2018 |
| J.P. Morgan Securities, Llc | Bridgeport | WV | 01/2020 | 10/2020 |
| Raleigh County Animal Hospital | Beckley | WV | 01/2018 | 01/2020 |
| Lpl Financial Llc | Beckley | WV | 10/2020 | 06/2026 |
| Vandalia Wealth Management Incorporated | Beckley | WV | 06/2026 | Present |
| Burke & Herbert Bank | Beckley | WV | 10/2020 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-26 |
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