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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-14 |
Branch Locations
One Easton Oval Suite 550, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Budros, Ruhlin & Roe, Inc. | Columbus | OH | 10/1998 | 05/2019 |
| Pruco Securities, Llc. | Columbus | OH | 08/2020 | 11/2024 |
| Kelly Financial Llc | Westerville | OH | 05/2019 | Present |
| My Bookworm Box | Westerville | OH | 08/2018 | Present |
| Prudential Insurance Company Of America | Columbus | OH | 10/2020 | Present |
| Lpl Enterprise, Llc | Columbus | OH | 11/2024 | Present |
1) 11/15/2024- Kappa Kappa Gamma Columbus Alumnae Association- I serve as president of the association- Non-Profit Board Member- Not INV Related- Columbus, OH- Start Date 07/01/2024- 5hrs/mth- 0hrs during trading. 2) 11/11/2024- IGG Wealth Advisors, LLC- We do business as IGG Wealth Advisors, LLC for marketing purposes- DBA for LPL Business (entity for LPL business)- INV Related- Columbus, OH- Start Date 05/01/2023- 15hrs/mth- 0hrs during trading. 3) 07/11/2025- Kelly Wealth Advisors- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 07/10/2025- 10hrs/mnth-2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-17 |
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