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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
300 W. Wilson Bridge Road Suite 300, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mwd Consulting | Worthington | OH | 04/2014 | 07/2022 |
| Invest Financial Corporation | Worthington | OH | 05/2014 | 03/2017 |
| Securities America, Inc. | Worthington | OH | 08/2018 | 11/2023 |
| Securities America Advisors | Worthington | OH | 08/2018 | 11/2023 |
| Cadaret, Grant & Co., Inc. | Worthington | OH | 11/2023 | 07/2025 |
| Lpl Financial Llc | Worthington | OH | 07/2025 | Present |
1. 07/10/2025- OPOC.us Insurance Services-Business Owner- INV Related- At Reported Business Location(s)- Start date 01/01/2022- 100 Hours Per Month- 60 Hours During Trading 2. 07/10/2025- Copper Ridge Land Management- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 05/21/2025 3. 07/10/2025- TelAssurance, LLC- Business Owner- Not INV Related- At Columbus, OH- Start date 02/01/2023 4. 07/10/2025-AccelWell- Business Owner- Not INV Related- At Reported Business Location(s)- Start date 08/01/2018 5. 07/10/2025- Centric HC- Business Owner- Not INV Related- At Reported Business Location(s)-Start date 08/01/2018 6. 07/10/2025- OPOC.us Retirement Services-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/01/2018- 100 Hours Per Month- 60 Hours During Trading 7. 07/10/2025- Crow Farms LLC- Farm- Not INV Related- At Baltimore, OH- Start date 06/01/2025- 10 Hours Per Month 8. 07/10/2025- Echelon Capital Management- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 01/01/2022
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-13 |
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