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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-27 |
| TX | RA | APPROVED | 2024-08-27 |
Branch Locations
7620 Market Street Suite 5, Youngstown, OH 44512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bury Financial Group | Poland | OH | 04/2012 | Present |
| Sagepoint Financial | Poland | OH | 04/2012 | 08/2024 |
| Osaic Wealth, Inc. | Youngstown | OH | 09/2023 | 08/2024 |
| Lpl Financial Llc | Youngstown | OH | 08/2024 | Present |
1) 07/2024 - MAXWELL ASSET MANAGEMENT / Business Entity For Tax/Investment Purposes Only / Inv. Related / Youngstown, OH / Start date 12/01/2016 - 4 Hrs per month - 5 % Time Spent 2) 07/2024 - David Maxwell / Non-Variable Insurance / Inv. Related / Youngstown, OH / Start date 04/01/2012 - 2 Hrs per month - 5 % Time Spent 3) 07/2024 - BURY FINANCIAL GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-12 |
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