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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-18 |
| OH | RA | APPROVED | 2024-11-01 |
Branch Locations
6195 Emerald Parkway One North, Dublin, OH 43016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Dublin | OH | 11/1997 | 11/2024 |
| Strata Financial Group | Cleveland | OH | 01/1999 | Present |
| Harrington Asset Management | Dublin | OH | 03/1993 | 01/2023 |
| Lpl Financial Llc | Dublin | OH | 11/2024 | Present |
1) 10/2024 - Strata Financial Group, LLC / Non-Variable Insurance / Inv. Related / Start date 07/01/1998 - 5 Hrs per month - 5 % Time Spent 2) 10/2024 - Northwoods Clinic Properties, LLC / Real Estate Rental / Inv. Related / Dublin, Ohio 43016 / Start date 10/23/2016 3) 10/2024 - STRATA FINANCIAL GROUP. LLC / DBA for LPL Business (entity for LPL business) / Inv. Related / Start date 07/01/1998 - 200 Hrs per month -95 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-03 |
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