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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-08-30 |
Branch Locations
399 E Church St Ste 104B, Marion, OH 43302 • United States
Marion, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Marion | OH | 08/2012 | Present |
(1) 03/27/2013: OTHER-NOTARY - NOTARY PUBLIC - MAINLY FOR THE PURPOSE OF NOTARIZING DOCUMENTS FOR MY CLIENTS. - NOT INVESTMENT RELATED - 1% OF TIME SPENT - MARION, OH. (2) 08/17/2017: David Walker and Ellen Walker Irrevocable Trust - Investment Related - At Reported Business Location(s) & Home Based - Act in a Fiduciary Capacity - Trustee - Start 08/21/2017 - 5 Hours Per Month/1 Hour During Securities Trading - Brother, David Walker and his wife Ellen Walker. (3) 08/18/2022- No Business Name- Investment Related - 1025 Toulon Avenue, Marion, Ohio- Other - Rental Property- Start Date- 08/06/2022- 8 Hours Per Month / 4 Hours During Securities Trading (4) 12/01/2025 - Other - vacant 1/4 residential lot - Investment Related - Marion, OH - Start Date 10/02/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-22 |
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