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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-30
OH RA APPROVED 2020-08-26
  • TX RA
    APPROVED_RES
    Since 2023-11-30
  • OH RA
    APPROVED
    Since 2020-08-26

Branch Locations

10560 Success Ln Ste E, Centerville, OH 45458 • United States

9403 Kenwood Rd Ste A120, Blue Ash, OH 45242 • 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
Triad Advisors Inc Norcross GA 01/2011 08/2020
David Bodnar Advisors, Llc Cincinatti OH 02/2011 08/2020
Lpl Financial Cincinnati OH 08/2020 Present
  • 01/2011 → 08/2020
    Triad Advisors Inc
    Norcross, GA
  • 02/2011 → 08/2020
    David Bodnar Advisors, Llc
    Cincinatti, OH
  • 08/2020 → Present
    Lpl Financial
    Cincinnati, OH
Previous Registrations
  • 2011-05-31 → 2020-09-03
    David Bodnar Advisors Llc
    Cincinatti, OH
  • 2010-03-17 → 2011-01-04
    Signator Investors, Inc.
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

1) 9/2020 - Non-Variable Insurance - Sentinel Advisory Group, LLC - Investment Related - CENTERVILLE, OH 45458 2) 9/2020 - DBA for LPL Business (entity for LPL business) - Sentinel Advisory Group, LLC. - Investment Related - CENTERVILLE, OH 45458

View on SEC IAPD

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