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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-16 |
Branch Locations
3230 Central Park West Ste 100, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 12/2013 | 03/2023 |
| Financial Design Group | Toledo | OH | 12/2013 | Present |
| Minnesota Life Insurance Co | St Paul | MN | 12/2013 | 03/2023 |
| Lpl Financial Llc | Toledo | OH | 03/2023 | Present |
1) 03/16/2023 - Financial Design Group, Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 03/16/2023 - FDG Fixed Insurance - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 3) 06/22/2023 - Crump Life Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 06/01/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-25 |
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