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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-10-13 |
Branch Locations
801 Main St. P.O. Box 98, Genoa, OH 43430 • United States
703 Conant Street, Maumee, OH 43537 • United States
24950 West State Route 51, Millbury, OH 43447 • United States
4068 E Harbor Rd, Port Clinton, OH 43452 • United States
9920 Old Us 20, Rossford, OH 43460 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Port Clinton | OH | 10/2009 | Present |
| The Genoa Banking Co | Rossford | OH | 02/2011 | Present |
(1) 09/16/2009: No Business Name - Outside/W-2 Employment - NOT INV REL - At Reported Business Location(s) - Boat captain on some weekends, approximately 13 days per year - 1% Time Spent (2) 02/23/2011: Genoa Financial - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) (3) 09/24/2012: Gen Insurance - Non-Variable Insurance- INV REL - At Reported Business Location(s) - conducting non-variable insurance away from LPL thru our Gen Insurance GA - 5% Time Spent (4) 08/01/2016 - JR's Farm LLC - Real Estate Rental - INV REL - Port Clinton, OH - Started 10/01/2016 - Farm Rental Income - 1 Hr/Mo; 0 Hours During Securities Trading (5) 10/21/2020 - Gander Alley Real Estate LTD - Investment Related - Port Clinton, OH - Other-Real Estate Ownership - Member - Start Date: 4/7/2020 - 10 Hours Per Month/0 Hours During Securities Trading - Own interest in real estate. (6) 4/11/2023 - Genoa Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 02/01/2023 - 15 Hours Per Month/15 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-06 |
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