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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Wooster | OH | 03/2010 | 04/2017 |
| Pnc Bank, N.A. | Wooster | OH | 11/2009 | 04/2017 |
| Cetera Investment Advisers Llc | Millersburg | OH | 05/2017 | 03/2026 |
| Lpl Financial Llc | Orrville | OH | 04/2026 | Present |
1. 03/2026 - Lorson Financial - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 02 Hrs/Mth - 02 Hrs During Trading - OBA sytart date: 3/24/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-21 |
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