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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-09 |
| TX | RA | APPROVED_RES | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 01/2013 | 08/2018 |
| Ohio National Financial Services | Cincinnati | OH | 01/2013 | 08/2018 |
| Securities America, Inc. | China | MI | 08/2018 | 06/2024 |
| Securities America Advisors | China | MI | 08/2018 | 06/2024 |
| Osaic Wealth, Inc. | China | MI | 06/2024 | 06/2025 |
| Osaic Wealth, Inc. | China | MI | 06/2024 | 06/2025 |
| Lpl Financial, Llc | China | MI | 06/2025 | Present |
1 - 03/2025 - MB Squared Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 150 Hours/Month - 130 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-24 |
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