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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-10 |
Branch Locations
32960 Walker Rd, Avon Lake, OH 44012 • United States
4455 E Liberty St, Vermillion, OH 44089 • United States
457 Broadway, Lorain, OH 44052 • United States
49 S Main St, Oberlin, OH 44074 • United States
3660 Oberlin Ave, Lorain, OH 44053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Canton | MA | 06/2019 | 11/2019 |
| Citizens Bank | North Ridgeville | OH | 06/2019 | 11/2019 |
| Hobby Lobby | Medina | OH | 10/2014 | 12/2016 |
| Allstate Insurance Co | Bay Village | OH | 12/2016 | 05/2019 |
| Key Investment Services | Columbus | OH | 12/2019 | 04/2022 |
| Keybank | Akron | OH | 12/2019 | 04/2022 |
| Key Investment Services Llc | Brooklyn | OH | 04/2022 | 09/2024 |
| Keybank | Akron | OH | 04/2022 | 09/2024 |
| Northwest Investment Services | Avon Lake | OH | 10/2024 | Present |
| Lpl Financial Llc | Avon Lake | OH | 10/2024 | Present |
1- 10/2024 / Northwest Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 10/2024 / PHD Tactical / Other-Business Owner / General Partner / Not Investment Related / 10 hrs mth / Avon Lake OH / Start date: 01/20/2015 3- 10/2024 / Daniel Harris Notary Public / Notary Public / Investment Related / North Olmsted OH / Start date: 08/24/2022 4- 11/21/2024 - Northwest Bank - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 110/07/2024 - 40 Hours Per Month/ 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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