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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-20 |
| OH | RA | APPROVED | 2023-03-16 |
Branch Locations
3230 Central Park West Ste 100, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 10/2011 | 02/2023 |
| Minnesota Life Insurance Company | St Paul | MN | 10/2011 | 02/2023 |
| Financial Design Group | Toledo | OH | 10/2011 | 02/2023 |
| Lpl Financial Llc | Toledo | OH | 03/2023 | Present |
1) 03/15/2023 - Financial Design Group Inc. - DBA for LPL Business (entity for LPL business) - inv Rel - Toledo OH start date 01/01/2012 - at reported business location(s). 2) 03/15/2023 - 1880 Brokerage Group - Non-Variable Insurance - inv related - Toledo OH start date 01/01/2017. 3) 03/15/2023 - FDG Fixed Insurance - Non-Variable Insurance - inv related - toledo oh start date 02/01/2012. 4) 3/20/2023 - Sylvania Recreation - Not Investment Related - Home Based - Fitness Coach - Sports Coach - Start Date - 10/01/2019 - 8 Hours Per Month/0 Hours During Securities Trading - Time Spent 5% 5) 11/08/2023 - Highland Capital - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 8/30/2023 - 5 Hrs/Mo & During Trading 6) 04/01/2024 - Financial Design Group - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 04/01/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-16 |
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