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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-19 |
Branch Locations
2404 Stringtown Road, Grove City, OH 43123 • United States
655 W Waterloo St, Canal Winchester, OH 43110 • United States
6525 E. Main St., Reynoldsburg, OH 43068 • United States
860 W Third Ave, Columbus, OH 43212 • United States
30 Graceland Blvd, Columbus, OH 43214 • United States
1761 W. Lane Avenue, Upper Arlington, OH 43221 • United States
1317 N. Hamilton Rd., Gahanna, OH 43230 • United States
1840 Hilliard-Rome Rd., Columbus, OH 43026 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Grove City | OH | 05/2026 | Present |
| Wright-Patt Credit Union | Grove City | OH | 05/2026 | Present |
| Pnc Investments, Llc | Grove City | OH | 07/2016 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2024 | 05/2026 |
| Unemployed | Galloway | OH | 07/2023 | 03/2024 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name WPCU Retirement Solutions - Inv Rel - At Reported Business Location (s) - Start Date : 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-27 |
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