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Zachary Daniel Lucas

LPl Financial LLC

Upper Sandusky, OH

Port Sanilac, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-12-10
OH RA APPROVED 2024-03-12
TX RA APPROVED 2024-03-12
  • MI RA
    APPROVED
    Since 2024-12-10
  • OH RA
    APPROVED
    Since 2024-03-12
  • TX RA
    APPROVED
    Since 2024-03-12

Branch Locations

104 E Wyandot Ave, Upper Sandusky, OH 43351 • United States

Port Sanilac, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Savage & Assoc Inc Toledo OH 01/2008 03/2024
Osaic Wealth, Inc. Toledo OH 07/2013 03/2024
Lpl Financial Llc Upper Sandusky OH 03/2024 Present
Previous Registrations
  • 2013-07-08 → 2024-03-14
    Osaic Wealth, Inc.
    Maumee, OH
    Fort Wayne, IN
    Upper Sandusky, OH
    Upper Sandusky, OH
  • 2012-08-27 → 2013-07-11
    Walnut Street Securities, Inc.
    Toledo, OH
Other Businesses

1- 03/2024 / Non-Variable Insurance / Non-Variable Insurance / Investment Related / 4 hrs mth / 1 hr during trading / Start date: 01/10/2008

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-27
  • S66 Uniform Combined State Law Examination
    2013-09-27

View on SEC IAPD

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Other Investors

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Heather Margaret Skaggs
Christopher John Daris

Other Offices

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EAGLE STRATEGIES LLC · UPPER SANDUSKY, OH
CETERA INVESTMENT ADVISERS LLC · UPPER SANDUSKY, OH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · UPPER SANDUSKY, OH
EDWARD JONES · UPPER SANDUSKY, OH
EDWARD JONES · UPPER SANDUSKY, OH
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