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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
8111 Timberlodge Trl Ste 100, Dayton, OH 45458-2103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Springboro | OH | 12/2012 | 01/2021 |
| Waddell & Reed, Inc. | Dayton | OH | 01/2021 | Present |
| Various Insurance Carriers For W&R Insurance Agencies | Miamisburg | OH | 01/2021 | Present |
| John Milo | West Chester | OH | 01/2021 | Present |
| Lpl Financial Llc | Dayton | OH | 07/2021 | Present |
1) 01/08/2021 - Cornerstone Wealth Strategies / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 8111 Timberlodge Tr Dayton, Ohio 45458
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-24 |
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