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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2026-07-14
  • WV RA
    APPROVED
    Since 2026-07-14

Branch Locations

400 Washington St Ste 100, Charleston, WV 25301 • United States

1826 Harper Road, Beckley, WV 25801 • 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
OrganizationCityStateFromTo
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
  • 01/2018 → 02/2021
    Bb&T Securities
    Richmond, VA
  • 01/2018 → 02/2021
    Bbtis
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T
    Charleston, WV
  • 08/2015 → 01/2018
    Bb&T
    Charleston, WV
  • 02/2021 → 06/2021
    Truist Investment Services, Inc.
    Charleston, WV
  • 07/2021 → 05/2024
    Summit Community Bank
    Charleston, WV
  • 05/2024 → Present
    Burke And Herbert Bank And Trust
    Charleston, WV
  • 08/2024 → Present
    Lpl Financial
    Beckley, WV
Previous Registrations
  • 2021-02-17 → 2021-07-15
    Atlanta, GA
  • 2018-03-06 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Charleston, WV
    Richmond, VA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-13
  • S66 Uniform Combined State Law Examination
    2026-07-13
Other Names
  • Clifton E Clark

View on SEC IAPD

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