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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
1840 Zollinger Rd, Columbus, OH 43221 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Dublin | OH | 01/2005 | 10/2022 |
| Raymond James Financial Services, Inc. | Columbus | OH | 10/2022 | 09/2024 |
| Raymond James Financial Services Advisors, Inc | Columbus | OH | 10/2022 | 09/2024 |
| Beres Wealth Management | Columbus | OH | 10/2022 | Present |
| Lpl Financial | Columbus | OH | 09/2024 | Present |
1- 08/2024 / Beres Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 80hrs mth / 80 hrs duirng trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-24 |
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