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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-20 |
Branch Locations
519 Leesville Road Ste B, Lynchburg, VA 24502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Roanoke | VA | 10/2009 | 04/2026 |
| Nylife Securities Llc | Roanoke | VA | 02/2010 | 04/2026 |
| Eagle Strategies Llc | Lynchburg | VA | 04/2014 | 04/2026 |
| Berry Wealth Strategies, Llc | Lynchburg | VA | 11/2014 | Present |
| Lpl Financial | Lynchburg | VA | 04/2026 | Present |
1. 04/2026- Berry Wealth Strategies LLC - Non-Variable Insurance - Inv Related - 10 Hour(s)/Month - 10 Hour(s) During Trading - Lynchburg VA 24502 - OBA Start Date: 02/01/2016 2.04/2026 - Berry Wealth Strategies, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 150 Hour(s)/Month - 150 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 4/20/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-06 |
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