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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-16 |
| TX | RA | APPROVED | 2021-11-16 |
Branch Locations
425 Metro Place North #620, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Dublin | OH | 07/2016 | 10/2021 |
| Mml Investors Services, Llc | Dublin | OH | 03/2017 | 11/2021 |
| Msi Financial Services | Dublin | OH | 07/2016 | 03/2017 |
| Lpl Financial Llc | Dublin | OH | 11/2021 | Present |
1. 02/24/2022 - Seek Wealth Advisors - DBA: Seek Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/28/2022 - 300 Hours Per Month/7 Hours During Securities Trading 2. 07/21/2023 - Specialty Valuation Group (SVG) - Investment Related - Home Based - Outside/W-2 Employment - Data Entry - Start Date - 08/01/2023 - 20 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-01 |
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