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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-04-03 |
| OH | RA | APPROVED | 2005-12-05 |
Branch Locations
102 South Main Street, Bluffton, OH 45817 • United States
201 N. Main St, Lima, OH 45801 • United States
601 Grand Lake Rd., Celina, OH 45822-1305 • United States
305 Kiracofe St, Elida, OH 45807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A)Linsco/Private Ledger Corp. | Celina | OH | 09/2005 | Present |
(1) 12/23/2013 - DBA ONLY - CITIZENS WEALTH MANAGEMENT GROUP - CELINA, OH (2) 04/15/2015 - CITIZENS WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) -FINANCIAL INSTITUTION DUTY - START 12/23/2013 - 160 HR/MO DURING SECS TRDG HRS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-07 |
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