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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-10 |
| VA | RA | APPROVED | 2023-11-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Roanoke | VA | 02/2016 | 02/2021 |
| Mutual Of Omaha Investor Services | Roanoke | VA | 03/2018 | 02/2021 |
| Lpl Financial Llc | Roanoke | VA | 03/2021 | 09/2021 |
| Mutual Of Omaha | Hunt Valley | MD | 09/2021 | 08/2023 |
| Mutual Of Omaha Investor Services | Hunt Valley | MD | 09/2021 | 11/2023 |
| Lpl Financial Llc | Roanoke | VA | 11/2023 | Present |
1) 10/20/2023 - Valley Wealth Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 - 160 Hr/Mth 2) 10/20/2023 - Joe Crandall - Self Employed Musician - Non-Inv Rel - Roanoke, VA - Start: 06/2010 - 4 Hr/Mth 3) 10/20/2023 - Real Estate Rental - Inv Rel - Roanoke, VA - Start: 10/2021 4) 01/09/2024 - Joe Crandall - Life, Health, and Annuities - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/13/2023 - 5 Hours Per Month/ During Trading 5) 11/17/2025 - BNI - Other - BNI Networking Group - Visitor Host and Growth Coordinator - Not Investment Related - Roanoke, VA - Start Date 08/01/2024 - 12 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-10 |
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