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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide | Columbus | OH | 04/2015 | 09/2017 |
| Pnc Bank | Columbus | OH | 07/2017 | 09/2017 |
| Pnc Investments, Llc | Pittsburgh | PA | 07/2017 | 10/2017 |
| The O.N. Equity Sales Company | Cincinnati | OH | 04/2018 | 05/2019 |
| Ohio National Financial Services | Cincinnati | OH | 04/2018 | 05/2019 |
| Aaa | Worthington | OH | 01/2018 | 04/2018 |
| Kansas City Life | Kansas City | MO | 06/2019 | 08/2020 |
| Lpl Financial Llc | Van Wert | OH | 08/2020 | Present |
| The Citizens National Bank | Van Wert | OH | 08/2020 | Present |
1)08/21/2020 - Citizens Wealth management Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-09 |
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