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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-01-17 |
Branch Locations
601 Scioto Street, Urbana, OH 43078 • United States
205 S Detroit St, West Liberty, OH 43357 • United States
330 S Orchard Island Rd, Russells Point, OH 43348 • United States
7455 Old Troy Pike, Huber Heights, OH 45424 • United States
9700 Springbow Pike, Miamisburg, OH 45342 • United States
29 W Whipp Road, Dayton, OH 45459 • United States
6400 Perimeter Drive, Dublin, OH 43016 • United States
320 S Jefferson Ave, Plain City, OH 43064 • United States
5600 Hamilton Rd, Columbus, OH 43230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Citizens Banking Company | Charlotte | NC | 05/2008 | Present |
| Lpl Financial Llc | Urbana | OH | 07/2011 | Present |
(1) 07/02/2012: CITIZENS WEALTH MANAGEMENT / BANK DUTIES / TIME SPENT 65% (2) 12/29/2014 - CITIZENS WEALTH MANAGEMENT -FINANCIAL INSTITUTION DUTY - CITIZENS WEALTH MANAGEMENT TRUST OFFICER - TIME SPENT 20 HOURS PER MONTH - URBANA, OH (3) 02/12/2015 - CIVISTA INVESTMENTS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 40 HOURS PER MONTH - URBANA, OH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-06 |
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