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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED_RES | 2025-05-02 |
Branch Locations
4404 Buckeye Lane Suite D-230, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Beavercreek | OH | 10/2012 | 05/2025 |
| Ohio Cleaning And Detailing | Beavercreek | OH | 05/2018 | 03/2021 |
| Lpl Financial Llc | Beavercreek | OH | 05/2025 | Present |
1) 04/2025 - Stratos Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent 2) 05/14/2025 - Anderson Wealth Advisors, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 05/02/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 3) 03/05/2026 - Total Wealth Advisory LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/27/2026 - 80 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-16 |
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