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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-19 |
Branch Locations
1800 W Lane Ave, Upper Arlington, OH 43221 • United States
430 N. Hamilton Rd., Whitehall, OH 43213 • United States
2365 Old Stringtown Rd., Grove City, OH 43081 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Pr Brigade | Columbus | OH | 01/2015 | 09/2016 |
| North Star Wealth Advisors | Dublin | OH | 09/2016 | 11/2021 |
| Ubs Financial Services | Dublin | OH | 11/2021 | 03/2023 |
| Lpl Financial | Upper Arlington | OH | 03/2024 | Present |
| Heartland Bank | Upper Arlington | OH | 03/2024 | 02/2025 |
| Homemaker | Dublin | OH | 03/2023 | 03/2024 |
| German American Bank | Upper Arlington | OH | 02/2025 | Present |
1- 10/14/2024 - Heartland Bank - Financial Institution Duty - Director of Heartland Planning and Associates - Not Investment Related - At Reported Business Location(s) - Start Date 03/18/2024 - 40 Hours Per Month/ 5 Hours During Trading 2) 03/12/2025 - Heartland Planning Associates a division of German - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:03/07/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-09 |
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