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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-01 |
Branch Locations
3333 Richmond Rd Ste 345, Cleveland, OH 44122 • United States
University Heights, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Mayfield Heights | OH | 05/2014 | 04/2018 |
| Key Investment Services | Cleveland | OH | 08/2019 | 01/2020 |
| Key Private Bank | Pepper Pike | OH | 04/2018 | 07/2019 |
| Boenning & Scattergood | Cleveland | OH | 01/2020 | 02/2023 |
| Lpl Financial, Llc | Cleveland | OH | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-18 |
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