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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-26 |
Branch Locations
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
2965 Colonnade Dr Ste 310, Roanoke, VA 24018 • United States
2121 Electric Road, Roanoke, VA 24018 • United States
3119 Chaparral Drive, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Wealth Group | Roanoke | VA | 06/2016 | Present |
| Investment Centers Of America | Bismarck | ND | 06/2016 | 10/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2017 | 08/2021 |
| Lpl Financial Llc | Roanoke | VA | 08/2021 | Present |
1) 8/2021- VALLEY WEALTH GROUP- DBA for LPL Business (entity for LPL business)- inv. related- ROANOKE, VA 2) 8/2021- BOTETOURT WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- inv. related- ROANOKE, VA 3) 8/2021- BLUE EAGLE WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- inv. related- ROANOKE, VA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-01 |
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