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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-19 |
| OH | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ta-Check Financial | Middleburg Hts. | OH | 08/2000 | Present |
| Sii Investments Inc | Parma | OH | 08/2007 | 02/2018 |
| Lpl Financial Llc | Parma | OH | 02/2018 | Present |
| Ta-Check Financial | Parma | OH | 02/2018 | Present |
1. 02/26/2018 - TA-CHECK FINANCIAL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 02/26/2018 - TA-CHECK FINANCIAL - Investment Related - Tax Prep/Accounting/CPA - Time Spent 30%. 3. 12/17/2024 - Vault Financial Group, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 01/01/2025 - 60 Hrs/Mth - 60 Hrs During Trading 4. 12/30/2024 - 5515 Pearl, LLC - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date: 01/01/2025 - 60 Hrs/Mth - 60 Hrs During Trading. 5. 01/02/2025 - Vault Tax Services, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date: 01/01/2025 - 60 Hrs/Mth - 60 Hrs During Trading.
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