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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-01 |
Branch Locations
3333 Richmond Rd Ste 345, Cleveland, OH 44122 • United States
Rootstown, OH • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hudson | OH | 09/2016 | 12/2021 |
| Ayers Insurance | Akron | OH | 06/2016 | 09/2016 |
| Boenning & Scattergood, Inc. | West Conshohocken | PA | 01/2022 | 02/2023 |
| Lpl Financial, Llc | Cleveland | OH | 02/2023 | Present |
1. 02/13/2023 - Cherie Harris - Other - Notary - Inv Rel - 1% - ROOTSTOWN, OH 2. 07/29/2025 - En Route with Chuck & Cherie LLC - Other - Content Creator - Home Based - Not Inv Rel - Start date; 05/15/2025 - 40hrs/mnth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-14 |
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