Jordan Erin Berryhill

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2018-11-28

VA RA
APPROVED

Since 2018-11-28

Branch Locations

250 Wylderose Commons, Ste 202, Midlothian, VA 23113 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Summit Brokerage Services	Richmond	VA	07/2014	11/2018
Summit Financial Group	Richmond	VA	07/2014	11/2018
Lpl Financial, Llc	Midlothian	VA	11/2018	Present

07/2014 → 11/2018

Summit Brokerage Services

Richmond, VA
07/2014 → 11/2018

Summit Financial Group

Richmond, VA
11/2018 → Present

Lpl Financial, Llc

Midlothian, VA

Previous Registrations

2014-07-22 → 2018-12-19

Summit Financial Group Inc

Richmond, VA
2009-12-16 → 2014-07-23

Signator Investors, Inc.

Albany, NY

Mechanicsville, VA

Ashland, VA
2006-09-22 → 2009-12-18

Securian Financial Services, Inc.

Midlothian, VA

Other Businesses

1. 11/28/2018 - BUEHLER & BERRYHILL FINANCIAL PARTNERS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/2009 - Time Spent 100%. 2. 12/24/2019 - GBS Insurance and Financial Services - Investment Related - 5516 Falmouth St. Suite 104, Richmond, VA 23230 - Non-Variable Insurance - Started 11/28/2018 - 4 Hours Per Month/2 Hours During Securities Trading. 3. 10/13/2020 - UNUM - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/24/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 08/12/2022- Financial Balance Group- Investment Related- At Reported Business Location(s) - Non-Variable Insurance- Start Date- 07/27/2022- 1 Hours Per Month/ 0 Hours During Securities Trading 5. 12/11/2025 - Berryhill CPA & Tax Advisory Service - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Staart Date 11/21/2025 - 5 hours per month/ 0 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-31

S66 Uniform Combined State Law Examination

2006-07-31

Designations

Certified Financial Planner

View on SEC IAPD