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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-15 |
Branch Locations
1991 Crocker Road, Suite 100, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2007 | 10/2024 |
| Balanced Asset Management | Westlake | OH | 12/2006 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2020 | 10/2024 |
| Lpl Financial Llc | Westlake | OH | 10/2024 | Present |
1. 10/03/2024- Balanced Asset Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 10/03/2024- Amy Tanski- Notary- OH 44145- Start Date 08/25/2019
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