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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
Branch Locations
300 W. Wilson Bridge Road Suite 300, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opoc.US | Worthington | OH | 01/2011 | Present |
| Invest Financial Corporation | Worthington | OH | 01/2011 | 12/2017 |
| Securities America, Inc. | Worthington | OH | 12/2017 | 11/2023 |
| Securities America Advisors | Worthington | OH | 12/2017 | 11/2023 |
| Cadaret Grant & Co., Inc. | Worthington | OH | 11/2023 | 07/2025 |
| Lpl Financial Llc | Worthington | OH | 07/2025 | Present |
1- 07/2025 - Carl Swanson - Artist/ Musician - model - Not Investment Related - Home Based - Start Date 11/15/2005 - 2 hours per month/ during trading 2- 07/2025 - Resolute Custom - Other - build furniture and other carpentry related items - Not Investment Related - Home Based - Start Date 01/01/2020 - 20 hours per month/ 0 hours during trading 3- 07/2025 - OPOC Insurance Services - Business Owner - Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 0 hours per month/ during trading 4- 07/2025 - CentricHC - Business Owner - Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 0 hours per month/ during trading 5- 07/2025 - Echelon Capital Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2022 - 0 hours per month/ during trading 6- 07/2025 - AccelWell - Business Owner - Not Investment Related - At Reported Business Location(s) - Start Date 06/01/2012 - 0 hours per month/ during trading 7- 07/2025 - OPOC.us Retirement Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/03/2011 - 100 hours per month/ 60 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-30 |
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