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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2012-07-11 |
Branch Locations
118 S. Fairfax Street, Suite 1, Alexandria, VA 22314 • United States
6705 Whittier Avenue, Mclean, VA 22101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alexandria | VA | 07/2012 | Present |
| Burke & Herbert Bank | Alexandria | VA | 07/2011 | Present |
1. 07/25/2012 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BURKE & HERBERT WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) 2. 11/10/2025 - Burke and Herbert Bank - Financial Institution Duty - EVP of Wealth - Investment Related - At Reported Business Location(s) - Start Date 07/18/2011 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-07 |
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