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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-05-31 |
| OH | RA | APPROVED | 2017-05-26 |
Branch Locations
164 E High St, Hicksville, OH 43526 • United States
Hicksville, OH • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Hicksville | OH | 11/2015 | Present |
| Center For Wealth Planning Advisors, Inc. | Hicksville | OH | 12/2015 | 06/2017 |
1. 5/24/2017: LTCI Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 05/10/2017 - 0 Hours Per Month - Selling Long Term Care Insurance. 2. 11/11/2019 - Blessed Capital LLC - Investment Related - 164 E High St. Hicksville, OH 43526 - Real Estate Rental - Started 10/01/2016 - 1 Hour Per Month/0 Hour During Securities Trading - Owner of a downtown commercial building. 3. 4/28/2020 - Collins and Guilford Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/27/2020 - 200 Hours Per Month/130 Hour During Securities Trading. 4. 07/31/2026 - Hicksville High School - Coach/ Sports/ Fitness - Not Investment Related - Hicksville, OH - Start Date 07/27/2026 - 100 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-31 |
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