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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-14 |
| WV | RA | APPROVED | 2019-06-18 |
Branch Locations
16 Sterling Drive, Ste. 203, Bridgeport, WV 26330 • 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Clarksburg | WV | 08/2013 | 06/2019 |
| Lpl Financial Llc | Bridgeport | WV | 06/2019 | Present |
1. 6/5/2019 - Good Life Financial Advisors of West Virginia - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/17/2019 - Time Spent 100%. 2. 4/15/2020 - Good Life IA LLC - Investment Related - 2395 Lancaster Pike, Reading, PA 19607 - Non-Variable Insurance - Started 01/01/2020 - 8 Hours Per Month/7 Hours During Securities Trading. 3. 12/05/2023 - Bridgeport High School - Outside/W-2 Employment - Head Softball Coach - Not Investment Related - 15 Johnson Ave, Bridgeport, WV 26330 - Start Date 12/11/2023 - 20 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-28 |
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