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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-08-30 |
| TX | RA | APPROVED | 2021-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Worthington | OH | 05/1990 | 08/2021 |
| Lpl Financial, Llc | Columbus | OH | 08/2021 | Present |
1) 5/2021 - DBA for LPL Business (entity for LPL business) - Bluestone Wealth Partners - Investment Related - 100% - Columbus, OH 43235 2) 5/2021 - Non-Variable Insurance - Richard Martin - Investment Related - 5% - Columbus, OH 43235 3) 12/29/2021 - Martin Weingartner Partnership LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2022 - 0 Hours Per Month/0 Hours During Securities Trading 4) 06/08/2023 - Bluestone Real Estate Holdings, LLC - Investment Related - At Reported Business Location(s) - Bluestone Real Estate Holdings, LLC - Owner/ Operator - Start Date 06/12/2023 - 2 Hours Per Month/ 0 Hours During Securities Trading 5) 11/14/2023 - Martin Weingartner LLC - Real Estate Rental - Investment Related - 7650 Rivers Edge Drive, suite 100, Columbus OH 43235 - Start Date 07/01/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-03-04 |
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