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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-31 |
| OH | RA | APPROVED | 2021-08-30 |
Branch Locations
7650 Rivers Edge Dr Ste 100, Columbus, OH 43235 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7650 Rivers Edge Dr Ste 100, Columbus, OH 43235 • United States
Westerville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkhill Financial Group | Coshocton | OH | 09/1987 | 01/2017 |
| Lincoln Financial Advisors Corporation | Columbus | OH | 12/1999 | 08/2021 |
| Jacobs Vanaman Agency, Inc | Columbus | OH | 07/2003 | 01/2017 |
| Lpl Financial, Llc | Columbus | OH | 08/2021 | Present |
1) 4/2018 - DBA for LPL Business (entity for LPL business) - BLUESTONE WEALTH PARTNERS - Investment Related - Columbus, OH 43235 2) 8/1984 - Notary - Don Parkhill - Not Investment Related - Columbus, OH 43235
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-08 |
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