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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-17 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7336 Whipple Avenue Northwest Ste 103,, North Canton, OH 44720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2016 | 06/2026 |
| Premier Bank & Trust | North Canton | OH | 03/2016 | 06/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2016 | 06/2026 |
| Lpl Financial Llc | Canton | OH | 06/2026 | Present |
1. 06/2026 - D Squared Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 135 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/17/2026 2. 06/2026 - Shealy Wealth Advisory Group - Business Entity For Tax/Investment Purposes Only - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Canton OH 44708 – OBA Start Date: 05/12/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-12 |
| S66 | Uniform Combined State Law Examination | 2009-02-19 |
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