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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
3230 Central Park West Ste 100, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 09/2004 | 03/2023 |
| Minnesota Life | St. Paul | MN | 09/2004 | 03/2023 |
| Financial Design Group | Toledo | OH | 09/2004 | Present |
| Lpl Financial Llc | Toledo | OH | 03/2023 | Present |
1) 1/2023- Financial Design Group, Inc.- DBA for LPL Business (entity for LPL business)- inv. related- Toledo, OH 2) 1/2023- Financial Design Group, Inc - Non-Variable Insurance- Agent selling LTC, Life, Fixed and Indexed Annuities, Health, Disability- inv. related- Toledo, OH - start dat 10/1/2004- 30hrs/mth 3) 1/2023- 1880 Brokerage Group- Non-Variable Insurance- NVI through through Minn Life and Securian- inv. related- Toledo, OH- start date 1/1/217- 20hrs/mth 4) 1/2023- 1762 Brokerage Group- Non Variable Insurance trails- inv. related- Toledo, OH- start date 9/17/2019- 0hrs 5) 1/2023- 1716 Inv. Corp- Business Entity For Tax/Investment Purposes Only- non-inv. related- Sylvannia, OH -start date 6/4/2012 - 2hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-05 |
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