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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-18 |
| TX | RA | APPROVED_RES | 2021-11-17 |
Branch Locations
5839 Chandler Ct, Westerville, OH 43082 • United States
34 E. College Ave, 2Nd Floor, Westerville, OH 43081 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Choice Financial Services | Sunbury | OH | 05/2017 | 11/2017 |
| Ccf Investments | Greensboro | GA | 06/2014 | 06/2017 |
| Capital Choice Investment Advisers, Inc. | Greensboro | GA | 05/2016 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 11/2017 |
| Stark Financial Group | Sunbury | OH | 04/2016 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 11/2017 | 11/2021 |
| Magellan Financial | Topeka, Ks 66614 | KS | 01/2019 | 11/2021 |
| Lpl Financial Llc | Westerville | OH | 11/2021 | Present |
1) 11/17/2021- Stark Finacial Group Inc- DBA for LPL Business (entity for LPL business)- inv. related- Westerville, OH - Start Date:11/15/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 10/01/2025 - Stark Ideal TAx - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:10/01/2025 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-19 |
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