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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-04 |
| TX | RA | APPROVED | 2023-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Willoughby | OH | 10/2012 | 08/2023 |
| Hayek Squared, Llc | Dublin | OH | 01/2022 | Present |
| Lpl Financial Llc | Westerville | OH | 08/2023 | Present |
1) 07/26/2023 - Hayek Squared, LLC - Real Estate Rental - co-owner and managing partner - FL 33897 - Investment related - 6 Hours per month - Start date: 2/20/2023. 2) 07/26/2023 - Bluestone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - 2 Hours per month. 3) 12/23/2024- Hayek Wealth Strategies, LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- Home based- Start date 12/18/2024- 4 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-26 |
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