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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-23 |
| OH | RA | APPROVED | 2022-11-08 |
Branch Locations
7933 Washington Woods Dr, Dayton, OH 45459 • United States
8194 Liberty Way, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stevens & Associates, Llc. | West Chester | OH | 07/2008 | Present |
| Stevens Insurance Agency, Llc. | West Chester | OH | 07/2009 | Present |
| Lpl Financial Llc | West Chester | OH | 08/2006 | Present |
1. 12/17/2021 - ENTERPRISE 21 LLC and Enterprise LLC (One in the same) - Investment Related - 8194 Liberty Way West Chester, Ohio 45069 - Real Estate Rental - Started 10-2014. 2. 12/17/2021 - Stevens Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12-2021. 3. 12/17/2021 - STEVENS INSURANCE AGENCY LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner/Agent - Started 09/2019. 4. 12/17/2021 - Stevens & Associates LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - President/CPA - Started 07-2008.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-04 |
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