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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Toledo | OH | 04/2016 | 09/2019 |
| Bank Of America, N.A. | Toledo | OH | 09/2016 | 09/2019 |
| Raymond James Financial Services, Inc. | Maumee | OH | 09/2019 | 07/2026 |
| Raymond James Financial Services Advisors, Inc. | Maumee | OH | 09/2019 | 07/2026 |
| Lpl Financial Llc | Adrian | MI | 07/2026 | Present |
1. 7/2026 - Argyle Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 40 Hour(s)/Month – 40 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 7/20/2026 2. 7/2026 - Financial Design Group, Inc. - DBA for LPL Business (entity for LPL business) - INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - Toledo OH 43617 - OBA Start date: 7/20/2026 3. 7/2026 - VF Holdings LLC - Business Owner - INV REL - 40 Hour(s)/Month – 40 Hour(s) During Trading - Adrian MI 49221 - OBA Start date: 05/21/2024 4. 7/2026 - 1880 Brokerage Group - Non-Variable Insurance - INV REL - 5 Hour(s)/Month – 5 Hour(s) During Trading - Toledo OH 43617 - OBA Start date: 07/16/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-25 |
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