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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-22 |
| OH | RA | APPROVED | 2025-07-10 |
Branch Locations
300 W. Wilson Bridge Road Suite 300, Worthington, OH 43085 • 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 |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 01/2009 | 12/2017 |
| Securities America, Inc. | Worthington | OH | 12/2017 | 11/2023 |
| Securities America Advisors | Worthington | OH | 12/2017 | 11/2023 |
| Cadaret, Grant & Co., Inc. | Worthington | OH | 11/2023 | 07/2025 |
| Lpl Financial Llc | Worthington | OH | 07/2025 | Present |
1. 07/10/2025- Echelon Capital Management- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 01/01/2022 2. 07/10/2025-Business Owner- INV Related- At Reported Business Location(s)- Start date 01/01/2022- 100 Hours Per Month- 60 Hours During Trading 3. 07/10/2025- CentricHC- Business Owner- Not INV Related- At Reported Business Location(s)- Start date 06/01/2012 4. 07/10/2025- AccelWELL- Business Owner- Not INV Related- At Reported Business Location(s)- Start date 06/01/2012 5. 07/10/2025- OPOC.us Retirement Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/01/2004- 40 Hours Per Month- 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-25 |
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