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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-14 |
Branch Locations
One Easton Oval Suite 550, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 02/2008 | 06/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2023 |
| Morgan Stanley | Cincinnati | OH | 06/2023 | 05/2026 |
| Wiedemann's Fine Beer, Brewery & Pub | St. Bernard | OH | 05/2022 | 09/2022 |
| Lpl Enterprise Llc | Columbus | OH | 05/2026 | Present |
1. 05/12/2026 - Prudential Advisors- DBA for LPL Business (entity for LPL business) - Cincinnati OH - Inv Related - OBA Start Date: 04/23/2026- 160 Hour(s)/Month - 160 Hour(s) During Trading" 2. 05/12/2026 - Megan Rothe N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency- Cincinnati OH - Inv Related - OBA Start Date: 04/23/2026- 160 Hour(s)/Month - 160 Hour(s) During Trading"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-16 |
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