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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
8241 Cornell Road Suite 210, Cincinnati, OH 45249 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
8241 Cornell Road Ste 210, Cincinnatio, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bailey Financial | Hilliard | OH | 05/2008 | 11/2017 |
| Lpl Financial Llc | Cincinnati | OH | 05/2012 | 11/2017 |
| Independent Financial Partners | Cincinnati | OH | 09/2015 | 11/2017 |
| Franklin Wealth Advisors | Cincinnati | OH | 12/2015 | 11/2017 |
| Ameriprise Financial Services Inc | Cincinnati | OH | 11/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 03/2020 | 08/2026 |
| Lpl Financial Llc | Cincinnati | OH | 08/2026 | Present |
1. 08/2026 - Dominion Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/27/2026 2. 08/2026 - 8241Cornell Rd Properties, LLC - Real Estate Rental - Inv Related – 2 Hour(s)/Month – 0 Hour(s) During Trading – Cincinnati, OH, 45249 – OBA Start Date: 07/31/2026 3. 08/2026 - Bailey Grimm Financial - Business Entity For Tax/Investment Purposes Only - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Cincinnati, OH, 45249 – OBA Start Date: 07/09/2026 4. 08/2026 - Bailey Financial - Business Entity For Tax/Investment Purposes Only - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Cincinnati, OH, 45249 – OBA Start Date:07/15/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-24 |
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