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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-22 |
| TX | RA | APPROVED | 2024-05-21 |
Branch Locations
30195 Chagrin Blvd Ste 208W, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Pepper Pike | OH | 02/2014 | 05/2024 |
| Securities America Advisors, Inc. | Pepper Pike | OH | 02/2014 | 05/2024 |
| Lpl Financial Llc | Pepper Pike | OH | 05/2024 | Present |
1.05/21/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Creekside Financial Advisors LLC; Investment Related; at Reported Business Location(s); Start Date 05/20/2024; 160hrs/mth; 40hrs during trading 2.05/21/2024; Creekside Financial Holdings, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/20/2024; 160hrs/mth; 40hrs during trading 3.03/16/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Western Reserve Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date 03/13/2026; 20hrs/mth; 20hrs during trading 4.05/22/2026; Dolohanty Holdings LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/15/2026; 30hrs/mth; 10hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-13 |
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