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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-28 |
| TX | RA | APPROVED | 2024-08-27 |
Branch Locations
7620 Market Street, Suite 5, Youngstown, OH 44512 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7620 Market Street Suite 5, Youngstown, OH 44512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Youngstown | OH | 09/2023 | 08/2024 |
| Lpl Financial Llc | Youngstown | OH | 08/2024 | Present |
1)07/11/2024 - BURY FINANCIAL GROUP. LTD - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2016 - 10 Hr/Mth 2)07/11/2024 - Brian M. Laraway -Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 11/2002 - 5 Hr/Mth 3)07/11/2024 - BML CONSULTING LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Locaton(s) - Start: 12/2009 - 90% of time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-04 |
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