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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
8111 Timberlodge Trl Ste 100, Dayton, OH 45458-2103 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Dayton | OH | 12/2012 | 01/2021 |
| Waddell & Reed, Inc. | Dayton | OH | 01/2021 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Lebanon | OH | 01/2021 | 07/2021 |
| Free And Accepted Masons | Springfield | MO | 11/2019 | 12/2020 |
| Lpl Financial Llc | Dayton | OH | 07/2021 | Present |
| Telhio Credit Union | Fairfield | OH | 12/2021 | Present |
1) 01/08/2021 - Cornerstone Wealth Strategies / DBA for LPL Business (entity for LPL business) / Investment Related / 0 HRS/MO / 8111 Timberlodge Tr Dayton, Ohio 45458 2) 02/14/2022- Telhio Credit Union- Investment Related - At Reported Business Location(s) - Financial Institution Duty- Financial Advisor - Start Date 02/01/2022- 20 Hours Per Month/20 Hours During Securities Trading. 3) 04/26/2024 - Adventure Therapy Travel LLC. - Other - PT travel agt - Travel Agent - Not Investment Related - Home Based - Start Date 03/04/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
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