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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-12-17 |
Branch Locations
400 N Center Dr Ste 102, Norfolk, VA 23502-0002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walter Mcdaniel | Norfolk | VA | 07/2004 | Present |
| Hd Vest Financial Services | Norfolk | VA | 08/2014 | 12/2019 |
| Hd Vest Advisory Services | Norfolk | VA | 08/2014 | 12/2019 |
| Hd Vest Insurance Services | Norfolk | VA | 08/2014 | 12/2019 |
| Old Dominion University | Norfolk | VA | 01/2001 | Present |
| Mcdaniel Tax And Financial Consultants, Inc. | Norfolk | VA | 01/2017 | Present |
| Lpl Financial, Llc | Norfolk | VA | 12/2019 | Present |
1. 12/17/2019 - TEACHING AT OLD DOMINION UNIVERSITY/ OTHER/ INVESTMENT RELATED/ 0%/ NORFOLK, VA 2. 12/17/2019 - MCDANIEL TAX AND FINANCIAL CONSULTANTS, INC./ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ NORFOLK, VA 3. 4/29/2020 - McDaniel Tax and Financial Consultants, Inc. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Enrolled Agent - Started 12/18/2019 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-17 |
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