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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-28 |
Branch Locations
2650 Electric Road, Suite D, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corgans' Publick House | Harrisonburg | VA | 08/2014 | 05/2017 |
| Suntrust Investment Services, Inc | Roanoke | VA | 06/2017 | 09/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 11/2017 | 02/2021 |
| West Restaurant | Roanoke | VA | 09/2017 | 11/2017 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 02/2018 | 02/2021 |
| Truist Investment Services, Inc. | Roanoke | VA | 02/2021 | 03/2022 |
| Truist Advisory Services, Inc. | Roanoke | VA | 02/2021 | 03/2022 |
| Lpl Financial, Llc | Roanoke | VA | 03/2022 | Present |
1. 03/2022 - DBA for LPL Business (entity for LPL business) - River Birch Wealth Management - Investment Related - 160 hrs/mon - 8 hrs/trading - 100% - Roanoke, VA 24018 2. 04/2024 - River Birch Wealth Management - Inv Related - At Reported Business Location(s) - Outside/W-2 Employment - Marketing Activities - Started: 1/1/2024 - 7 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-20 |
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