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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakstone Financial | Gahanna | OH | 04/2003 | 11/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2016 | 01/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2016 | 01/2019 |
| Oakstone Financial Management, Llc | Gahanna | OH | 01/2019 | 11/2025 |
| Lpl Financial, Llc | Gahanna | OH | 08/2025 | Present |
| Kemba Financial Credit Union | Gahanna | OH | 08/2025 | Present |
1. 08/19/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Kemba Wealth Management - Investment Related - At Reported Business Location (s) - Start Date: 06/15/2025 - 160hrs/mnth 40hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-15 |
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