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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
1840 Zollinger Rd, Columbus, OH 43221 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services. Inc. | Canal Winchester | OH | 09/2006 | 09/2024 |
| Insurance-Non Variable | Lancaster | OH | 02/2013 | Present |
| Raymond James Financial Services Advisors, Inc | Canal Winchester | OH | 09/2010 | 09/2024 |
| Yoder And Associates Inc | Columbus | OH | 11/2016 | Present |
| Bauers Financial Group | Columbus | OH | 08/2012 | Present |
| State Capital Llc | Columbus | OH | 10/2022 | Present |
| Lpl Financial | Columbus | OH | 09/2024 | Present |
1- 08/2024 / State Capital LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 1 hr during trading / 1 hr per mth / Columbus OH / Start date: 10/01/2022 2- 08/2024 / Bauers Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3- 08/2024 / State Capital Contracting LLC / Business Owner / Not Investment Related / 20 hrs mth / 1 hr during trading / Columbus OH / Start date: 05/15/2023 4- 08/2024 / State Capital Contracting LLC / Tax Prep/Accounting/CPA / Investment Related / 10 hrs mth / 1 hr during trading / Columbus OH / Start date: 11/18/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-11 |
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