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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Offill Financial Group | Brunswick | OH | 06/1988 | 04/2024 |
| Lpl Financial Llc | Fort Mill | SC | 04/2024 | Present |
1. 04/30/2024 - OFG Properties, LLC - Real Estate Rental - Investment Related - Brunswick, OH - Start Date 1/01/2005 - 0 Hours Per Month/ During Trading 2. 05/09/2024 - Princeton Center Planning And Investments, LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Started: 10/2/2009 - 0 Hrs/Mo - I provide investment advisory services through Princeton Center Planning And Investments, LLC, an independent investment advisor firm. I started this business activity in 10/2009. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 02/12/2025- No Business name- Tax Prep/Accounting/CPA- INV Related- At SEBASTIAN, FL - Start date 02/01/2025- 30 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 2008-10-03 |
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