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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-28 |
Branch Locations
2927 N. Mccord Rd Suite 300, Toledo, OH 43615 • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Toledo | OH | 05/2026 | Present |
| Royal Alliance | Bowling Green | OH | 09/2014 | 05/2026 |
1. 05/2026 - Koenigbauer Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/26/2026 2. 05/2026 - Salazar Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 5 Hour(s)/Month – 5 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/26/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-07 |
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