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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-29 |
Branch Locations
2783 State Road, Cuyahoga Falls, OH 44223 • United States
8210 Macedonia Commons Blvd, Macedonia, OH 44056 • United States
26300 Cedar Rd Ste 2200, Beachwood, OH 44122 • United States
1835 Brittain Road, Akron, OH 44133 • United States
34400 Aurora Road, Solon, OH 44139 • United States
6520 Royalton Road, North Royalton, OH 44133 • United States
27800 Chagrin Blvd, Beachwood, OH 44122 • United States
20133 Farnsleigh Rd, Shaker Heights, OH 44122 • 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 |
|---|---|---|---|---|
| Cco Investment Services Corp | Stow | OH | 08/2009 | 11/2017 |
| Penn Mutual Life Ins Co | Horsham | PA | 11/2017 | 06/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2017 | 06/2019 |
| Cetera Investment Advisers Llc | North Royalton | OH | 06/2019 | 08/2024 |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2019 | 08/2024 |
| First National Bank Of Pa | North Royalton | OH | 06/2019 | 08/2024 |
| Flagstar Bank N.A. | Cuyahoga Falls | OH | 10/2024 | Present |
| Lpl Financial | Cuyahoga Falls | OH | 10/2024 | Present |
| Unemployed | Cuyahoga Falls | OH | 08/2024 | 10/2024 |
1. 09/04/2024 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Inv Rel: YES - at reported location - Start Date 10/28/2024,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-31 |
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