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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| OH | RA | APPROVED | 2020-07-15 |
| TX | RA | APPROVED_RES | 2020-01-17 |
Branch Locations
30285 Bruce Industrial Pwy #A, Solon, OH 44139 • United States
30285 Bruce Industrial Parkway Suite A, Solon, OH 44139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-25 |
| NC | RA | APPROVED | 2016-12-22 |
| OH | RA | APPROVED | 2014-12-19 |
Branch Locations
30285 Bruce Industrial Parkway Suite A, Solon, OH 44139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redwood Financial Network | Solon | OH | 12/2014 | Present |
| Lpl Financial, Llc | Solon | OH | 12/2014 | Present |
1. 12/29/2014: Redwood Financial Network Corporation - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time spent 90%. 2. 12/29/2014: Redwood Financial Network - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Agent offering LTC and DIS. 3. 1/20/2015: Redwood Financial Network Corporation - DBA: Redwood Financial Network - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 90%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-06 |
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