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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-06-27 |
Branch Locations
176 Courtyard St, Morgantown, WV 26501 • United States
150 E Main St, Salem, WV 26426 • United States
4377 Lamberton Rd, Pennsboro, WV 26415 • United States
251 Main Street, West Union, WV 26456 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lakeland | FL | 05/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lakeland | FL | 11/2016 | 07/2019 |
| Lpl Financial, Llc | Lakeland | FL | 07/2019 | 08/2024 |
| Mid State Industrial Mtn | Lakeland | FL | 01/2022 | 05/2025 |
| Lpl Financial Llc | West Union | WV | 06/2025 | Present |
| Burke And Herbert Wealth Management | West Union | WV | 06/2025 | Present |
1) 06/23/2025 - Burke & Herbert Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-01 |
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