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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| OH | RA | APPROVED | 2012-10-29 |
Branch Locations
1580 Fishinger Road, Ste 290, Upper Arlington, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Upper Arlington | OH | 10/2012 | Present |
1. 3/6/2013 - TREMONT WEALTH ADVISORS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/11/2023 - JLK Companies, LLC - Not Investment Related - Home Based - Other - Commercial & Residential Lawn Services, Co - Start Date 11/01/2018 - 5 Hours Per Month/0 Hours During Securities Trading - Business Owner. 3) 04/22/2025 - JLK Companies, LLC - Investment Related - Home Based - Other - Agriculture - Start Date:01/01/2025 - 5 Hours Per Month/0 Hours During Securities Trading - Business Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-30 |
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