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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network | Wooster | OH | 06/2012 | 09/2020 |
| Ssn Advisory, Inc | Wooster | OH | 06/2012 | 09/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 09/2020 | 04/2026 |
| Matt Franklin | Wooster | OH | 04/2007 | Present |
| Lpl Financial Llc | Wooster | OH | 04/2026 | Present |
1. 04/2026 - CCCM Real Estate LLC - Real Estate Rental - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Wooster, OH, 44691 - OBA Start Date: 04/02/2007 2. 04/2026 - Franklin Investment Services, Inc. - Business Entity For Tax/Investment Purposes Only - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Wooster, OH, 44691 - OBA Start Date: 04/02/2007 3. 04/2026 - Wire to Wire Wealth - DBA for LPL Business (entity for LPL business) - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/20/2026 4. 04/2026 - Matt Franklin insurance sales - Non-Variable Insurance - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Wooster, OH, 44691 - OBA Start Date: 04/02/2007 5. 04/2026 - Matt Franklin - Other - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Wooster, OH, 44691- OBA Start Date: 01/01/2010 6. 04/2026 - Wooster Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/20/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-10-20 |
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