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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
7408 Jager Ct, Cincinnati, OH 45230 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nicole Lynn Photography | Williamsburg | OH | 04/2009 | 12/2017 |
| J.P. Morgan Securities Llc | Cincinnati | OH | 10/2012 | 09/2020 |
| Team Beachbody | Batavia | OH | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 09/2020 | 07/2025 |
| Lpl Financial | Cincinnati | OH | 07/2025 | Present |
1. 05/2025 - Tru North Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment related - 156 Hrs/Mth - 156 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/21/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
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