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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-08 |
Branch Locations
6281 Tri-Ridge Boulevard Ste. 100, Loveland, OH 45140 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6281 Tri-Ridge Blvd. Suite 100, Loveland, OH 45140-8320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | West Chester | OH | 04/2011 | 02/2017 |
| First Financial Bank | West Chester | OH | 02/2017 | 02/2018 |
| Raymond James Financial Services Advisors Inc. | West Chester | OH | 08/2017 | 02/2018 |
| Pnc Bank Na | Liberty Township | OH | 06/2018 | 06/2019 |
| Truist Bank | Blue Ash | OH | 06/2019 | 12/2022 |
| Liberty Federal Credit Union | Evansville | IN | 12/2022 | 12/2023 |
| Faith 401K & Money Management | Loveland | OH | 01/2024 | 12/2025 |
| Unemployed | Goshen | OH | 02/2018 | 06/2018 |
| Osaic Wealth, Inc. | Loveland | OH | 01/2025 | 11/2025 |
| Lpl Financial Llc | Loveland | OH | 12/2025 | Present |
1. 11/2025 - Faith 401K And Money Management, LLC. - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 12/05/2025 2. 11/2025 - Silverleaf Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 12/05/2025 3. 11/2025 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 12/05/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
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