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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-05-07 |
Branch Locations
32745 Walker Road,. Ste C, Avon Lake, OH 44012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firstmerit Bank, N.A. | Avon Lake | OH | 08/2006 | 02/2017 |
| Lpl Financial Llc | Avon Lake | OH | 09/2013 | 02/2017 |
| The Huntington Investment Company | Avon Lake | OH | 02/2017 | 02/2018 |
| Lpl Financial Llc | Avon Lake | OH | 02/2018 | Present |
1) 2/12/18- John W. Wirtz Financial Group, LLC- Business Entity For Tax/Investment Purposes Only- Non-Inv. Related- Avon Lake, OH- start date 1/25/18- 0% 2) 3/1/2023 - St. Ignatius High School - Not Investment Related - 1911 W 130th Street Cleveland, Ohio 44113 - Outside/W-2 Employment - Assistant Coach - Start Date - 02/23/2023 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-30 |
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