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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-13 |
| TX | RA | APPROVED | 2024-05-03 |
Branch Locations
2650 Electric Road, Suite D, Roanoke, VA 24018 • 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 |
|---|---|---|---|---|
| Axa Advisors,Llc | New York | NY | 03/2006 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2006 | 05/2024 |
| Lpl Financial Llc | Roanoke | VA | 05/2024 | Present |
1. 04/25/2024- River Birch Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 04/25/2024- KK Productions- Owner- VA 24018- Non Inv Rel- 8 hrs per mnth- Start Date 01/01/2020 3. 04/25/2024- Mutual of Omaha- Non-Variable Insurance- Inv Rel- VA 24018- 1 hr per mnth- 25 hrs during trading- Start Date 01/01/2017 4. 04/25/2024- Kerns & Kerns, Inc.- Business Entity For Tax/Investment Purposes Only- Non Inv Rel- VA 24018- Start Date 07/01/20222
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-15 |
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