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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-23 |
| GA | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
8050 Beckett Center Dr Ste 303, West Chester, OH 45069-5022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Cincinnati | OH | 06/2002 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Hamilton | OH | 09/2002 | 07/2021 |
| Financial Planning Association Southwestern Ohio | Hamilton | OH | 08/2012 | 12/2017 |
| Pathways To Home | Harrison | OH | 05/2016 | 07/2021 |
| Greater Harrison Rotary | Harrison | OH | 08/2016 | 07/2020 |
| Walter Wilson | West Chester | OH | 09/2018 | 07/2021 |
| Lpl Financial Llc | West Chester | OH | 07/2021 | Present |
1- 10/04/2024 - Templeton Creek Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/11/2024 - 40 Hours Per Month/ During Trading 2 - 04/04/2025 - Associates Of Clifton Park - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date: 04/01/2025 - Non-Variable Insurance - 5 Hrs/Mth - 5 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 2003-08-26 |
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