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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-08-30
TX RA APPROVED 2021-08-30
  • OH RA
    APPROVED
    Since 2021-08-30
  • TX RA
    APPROVED
    Since 2021-08-30

Branch Locations

7650 Rivers Edge Dr Ste 100, Columbus, OH 43235 • United States

Galena, OH • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln National Iife Columbus OH 06/2002 08/2021
Lincoln Financial Advisors Columbus OH 06/2002 08/2021
Lpl Financial, Llc Columbus OH 08/2021 Present
  • 06/2002 → 08/2021
    Lincoln National Iife
    Columbus, OH
  • 06/2002 → 08/2021
    Lincoln Financial Advisors
    Columbus, OH
  • 08/2021 → Present
    Columbus, OH
Previous Registrations
  • 2002-08-06 → 2021-08-31
    Osaic Fa, Inc.
    Columbus, OH
    Columbus, OH
Other Businesses

1. 8/30/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT - Started 08/01/2002 - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 5%. 2. 8/30/2021 - BLUESTONE WEALTH PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2017 - 130 Hours Per Month/33 Hours During Securities Trading - Time Spent 90%. 3. 08/02/2024 - VPP, LLC - Real Estate Rental - Investment Related - 8 Homes in Columbus, OH - Start Date 10/01/2005 - 2 Hours Per Month/ 0 Hours During Trading 4. 11/11/2024 - PUKHO, LLC - Real Estate Rental - Investment Related - Columbus, OH - Start Date 12/01/20216 - 1 Hour Per Month/ 0 Hours During Trading 5. 11/11/2024 - 19 Crabline Holdings LLC - Real Estate Rental - Investment Related - Galena, OH - Start Date 09/12/2022 - 0 Hours Per Month/ 0 Hours During Trading 6. 11/11/2024 - PK REALTY HOLDINGS, LLC - Real Estate Rental - Investment Related - Columbus, OH - Start Date 04/01/2021 - 1 Hour Per Month/ 0 Hours During Trading 7. 11/11/2024 - 17 CRABLINE HOLDINGS, LLC - Real Estate Rental - Investment Related - Hilton Head, SC - Start Date 08/01/2014 - 1 Hour Per Month/ During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-03-16
  • S63 Uniform Securities Agent State Law Examination
    2017-03-16
Designations

View on SEC IAPD

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