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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-15 |
| OH | RA | APPROVED | 2020-09-18 |
Branch Locations
6657 Frank Ave Nw Ste 310, North Canton, OH 44720 • United States
4379 W 219Th St Ste 101, Fairview Park, OH 44126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 09/2020 |
| Ohio Investment Partners, Llc | Fairview Park | OH | 09/2018 | Present |
| Lpl Financial Llc | Fairview Park | OH | 09/2020 | Present |
1) 09/15/2020 - Ohio Investment Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 09/2020 2) 09/15/2020 - LRS - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 05/2013 - 1 hr/mth 3) 09/15/2020 - Real Estate Rental - inv rel - Marble Head, OH - start: 2009 - hr/mth 4) 09/15/2020 - HLS Realty, LLC - Henry Larry Sally Realty. - Real Estate Rental - inv rel - Cleveland, OH - - 1 hr/mth 5) 10/17/2024 - OIP Insurance Group LLC - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 05/30/2024 - 10 Hours Per Month/ During Trading 6) 11/18/2024 - OIP Insurance Group LLC - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 05/30/2024 - 10 Hours Per Month/ During Trading 7) 05/01/2026 - Fortify & Edify Holdings - Business Owner - Not Investment Related - Fairview Park, OH - Start Date 07/01/2026 - 40 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-16 |
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