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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-01 |
Branch Locations
5058 Waterford Drive, Sheffield Village, OH 44035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Sheffield Village | OH | 08/2003 | 11/2024 |
| Harrington Asset Management, Inc. | Dublin | OH | 08/2003 | 01/2023 |
| Strata Financial Group, Llc | Sheffield Village | OH | 08/2003 | Present |
| Lpl Financial Llc | Sheffield Village | OH | 11/2024 | Present |
1) 10/2024 - Strata Financial Group LLC / DBA for LPL Business (entity for LPL business) / Inv. Related / Sheffield Village, OH 44035 / Start date 08/29/2003 - 190 Hrs per month - 95% Time Spent 2) 10/2024 - ALLBUCKS PROPERTIES, LLC / Business Entity For Tax/Investment Purposes Only / No Inv. Related / Avon, OH 44011 / Start date 03/09/2010 3) 10/2024 - Ronald Jurczynski, Insurance Agent / Non-Variable Insurance / Inv. Related / Sheffield Village, OH 44035 / Start date 08/29/2003 - 10 Hrs per month - 5% Time Spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-14 |
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