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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-12 |
| OH | RA | APPROVED | 2023-11-28 |
Branch Locations
27865 Clemens Road, Ste 2, Westlake, OH 44145 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ohio National Life Insurance | Cincinnati | OH | 03/2006 | 11/2023 |
| The O.N. Equity Sales Company | Cincinnati | OH | 03/2006 | 11/2023 |
| Lpl Financial Llc | Westlake | OH | 11/2023 | Present |
1) 11/22/2023 - Maxim Financial Group LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 11/22/2023 - Non-Variable Insurance - Selling: life insurance / fixed annuity - Creative One - Life Insurance and Fixed Annuities - Investment related - 48 Hours per month - Start date: 03/01/2006.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-08 |
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