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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED_RES | 2024-09-16 |
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Columbus | OH | 05/2011 | 02/2020 |
| Raymond James Financial Services, Inc. | Columbus | OH | 02/2020 | 09/2024 |
| Raymond James Financial Services Advisors, Inc. | Columbus | OH | 02/2020 | 09/2024 |
| Non-Variable Insurance | Columbus | OH | 03/2020 | Present |
| Haverford Investment Management | Columbus | OH | 06/2021 | Present |
| Lpl Financial | Columbus | OH | 09/2024 | Present |
1.09/16/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Haverford Investment Management; Investment Related; at Reported Business Location(s); Start Date 06/30/2021; 160hrs/mth; 7hrs during trading 2.08/05/2025; Hastings Middle School; Outside/W-2 Employment; Not Investment Related; ; Start Date 08/04/2025; 40hrs/mth; 0hrs during trading 3.08/05/2025; Upper Arlington United Soccer Club; Outside/W-2 Employment; Not Investment Related; ; Start Date 08/05/2025; 40hrs/mth; 0hrs during trading 4.08/31/2026; Upper Arlington Schools; Coach/ Sports/ Fitness; Not Investment Related; Columbus,OH; Start Date 08/17/2026; 60hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-29 |
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