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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-10 |
| OH | RA | APPROVED | 2008-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Archbold | OH | 06/2008 | Present |
1. 06/19/2008 - FREEDOM INVESTMENT SERVICES/DBA ONLT/STRYKER, OH 2. 12/15/09- FREEDOM INVESTMENTS & INSURANCE LLC, NON-VARIABLE INSURANCE, THE LLC IS BEING ESTABLISHED TO CREATE AN INSURANCE AGENCY TO SELL LIFE, LTC, DISABILITY, AND FIXED ANNUITIES. THE OWNERS OF THE INSURANCE AGENCY ARE BRETT KAHRS (1JJC) AND MYSELF, 30% OF TIME SPENT. 3. 08/26/2014 - DOUGLAS A BERNATH LLC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TIME SPENT 1 HOUR PER MONTH - ARCHBOLD, OH 4. 2/18/2021 - Freedom Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/01/2021 - 2 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-15 |
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