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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-09 |
| TX | RA | APPROVED | 2019-07-08 |
Branch Locations
2430 Dayton Xenia Rd Ste A, Beavercreek, OH 45434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cincinnati | OH | 03/2011 | 05/2018 |
| Securities America Advisors | Beavercreek | OH | 05/2018 | 06/2019 |
| Securities America, Inc. | Beavercreek | OH | 05/2018 | 06/2019 |
| Lpl Financial Llc | Beavercreek | OH | 07/2019 | Present |
1) 06/21/2019 - FORTRESS TACTICAL WEALTH MANAGEMENT, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2012 2) 10/21/2019 - FTWM Real Estate Holdings, LLC - Investment related - At reported business location(s) - Real Estate Rental - start date:10/01/2019 - 1 hr/mo - 1 hr during trading. 3) 04/03/2024 - Fortress Tactical Wealth Management, LLC - Real Estate Rental - President/ Owner - Investment Related - At Reported Business Location(s) - Start Date 01/02/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-26 |
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