Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-26
WV RA APPROVED 2023-12-20
  • TX RA
    APPROVED_RES
    Since 2026-01-26
  • WV RA
    APPROVED
    Since 2023-12-20

Branch Locations

417 Grand Park Dr., Ste. 102, Parkersburg, WV 26105 • 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
Lpl Financial Llc Parkersburg WV 10/2023 Present
Pnc Bank Pittsburgh PA 04/2020 09/2023
Amrock Pittsburgh PA 11/2019 02/2020
Western Land Services Canonsburg PA 05/2018 11/2019
Marietta College Marietta OH 08/2014 05/2018
  • 10/2023 → Present
    Parkersburg, WV
  • 04/2020 → 09/2023
    Pnc Bank
    Pittsburgh, PA
  • 11/2019 → 02/2020
    Amrock
    Pittsburgh, PA
  • 05/2018 → 11/2019
    Western Land Services
    Canonsburg, PA
  • 08/2014 → 05/2018
    Marietta College
    Marietta, OH
Other Businesses

1) 9/2023- North Bend Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 09/2023

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-11
  • S66 Uniform Combined State Law Examination
    2023-12-11

View on SEC IAPD

More in Parkersburg, WV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor