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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-14 |
| OH | RA | APPROVED | 2018-07-18 |
Branch Locations
6520 Centerville Business Pkw, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 12/2005 | 07/2018 |
| Valmark Advisers, Inc. | Akron | OH | 01/2006 | 07/2018 |
| Lpl Financial Llc | Centerville | OH | 07/2018 | Present |
1. 7/18/2018 - 6520 CENTERVILLE BUSINESS PARKWAY, LLC - Not Investment Related - 6520 CENTERVILLE BUSINESS PARKWAY, CENTERVILLE, OH 45458 - Other-Commercial Real Estate - Partner/Owner - Started 11/2012 - 3 Hours Per Month/0 Hours During Securities Trading - Owns the building that Gallagher Pool Wealth Management is housed. 2. 7/18/2018 - GALLAGHER POOL LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner/Partner - Started 11/2012 - 3 Hours Per Month/0 Hours During Securities Trading - Time Spent 1%. 3. 7/18/2018 - GALLAGHER POOL WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 8/4/2018 - Wilson Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker Agent - Started 7/18/2018 - 1 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-14 |
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