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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-05-02 |
Branch Locations
1225 Woodlawn Ave Ste 108, Cambridge, OH 43725 • United States
52775 Boston Hill Rd, Clarington, OH 43915 • United States
115 Market St, Cambridge, OH 43725 • United States
413 Main St, Coshocton, OH 43812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wesbanco Securities Inc | Barnesville | OH | 11/2014 | 05/2018 |
| Lpl Financial, Llc | Cambridge | OH | 05/2018 | Present |
| Southeastern Ohio Credit Union | Cambridge | OH | 05/2022 | Present |
1. 9/7/2018 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name MCS Finanacial Group - Investment Related - At Reported Business Location(s) - Started 05/01/2018 - 160 Hours Per Month/30 Hours During Securities Trading. 2. 02/28/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/23/2024 - 0 Hours Per Month/ 1 Hour During Trading 3. 05/24/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Home Loan Financial Services Inc. - Investment Related - At Reported Business Location(s) - Start Date 01/29/2024 - 100 Hours per Month/ 80 Hours During Trading 4. 10/28/2025 - Axonic. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/31/2025 - 6 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-30 |
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