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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-02 |
Branch Locations
4404 Buckeye Lane Suite D-230, Beavercreek, OH 45440 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Dayton | OH | 02/2008 | 07/2025 |
| J.P. Morgan Securities Llc | Xenia | OH | 10/2012 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Dayton | OH | 01/2018 | 07/2025 |
| Lpl Financial Llc | Beavercreek | OH | 07/2025 | Present |
1- 06/2025 / Stratos Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 2- 01/23/2026 - One Resource Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 4 hours per month/ during trading 3- 01/27/2026 - Kappeler Wealth Management- Business Entity For Tax/Investment Purposes Only- Owner - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-28 |
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