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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-07-14 |
Branch Locations
400 Washington St Ste 100, Charleston, WV 25301 • United States
1826 Harper Road, Beckley, WV 25801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Richmond | VA | 01/2018 | 02/2021 |
| Bbtis | Charlotte | NC | 01/2018 | 02/2021 |
| Bb&T | Charleston | WV | 01/2018 | 02/2021 |
| Bb&T | Charleston | WV | 08/2015 | 01/2018 |
| Truist Investment Services, Inc. | Charleston | WV | 02/2021 | 06/2021 |
| Summit Community Bank | Charleston | WV | 07/2021 | 05/2024 |
| Burke And Herbert Bank And Trust | Charleston | WV | 05/2024 | Present |
| Lpl Financial | Beckley | WV | 08/2024 | Present |
1) 07/2024 - EAST END HOUSING, LLC. / Residential Real Estate Rental / Inv. Related / WV 25311 / Start date 01/28/2016 - 4 Hrs per month - 1 % Time Spent 2) 07/2024 - BURKE & HERBERT BANK / Financial Institution Duty / Inv. Related / Charleston WV / Start date 07/12/2021 - 160 Hrs per month - 95% Time Spent 3) 07/2024 - KANAWHA RESIDENTIAL PROPERTIES, LLC. / Residential Real Estate / Non Inv. Related / Charleston, WV / Start date 01/12/2022 - 4 Hrs per month - 1% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-13 |
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