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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-10 |
| OH | RA | APPROVED | 2022-01-26 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Huntington National Bank | Ottawa | OH | 05/2009 | 01/2021 |
| The Huntington Investment Company | Columbus | OH | 04/2011 | 01/2021 |
| Common Grounds Coffeehouse & Cafe | Bluffton | OH | 06/2009 | 06/2017 |
| Lpl Financial Llc | Findlay | OH | 02/2021 | Present |
1) 01/27/2021 - Jackson Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2021 - 200 Hr/Mth 2) 7/13/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - Start Date: 1/10/2011 - 1 Hours Per Month/0 Hours During Securities Trading - Notary Public in the State of Ohio.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-25 |
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