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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Maumee | OH | 10/2011 | 11/2023 |
| Transamerica Financial Advisors, Inc | Maumee | OH | 01/2012 | 11/2023 |
| Debtmerica | Santa Ana | CA | 03/2012 | 02/2023 |
| First Solar Inc | Perrysburg | OH | 08/2015 | 01/2017 |
| Make A Wish Regional Advisory Board | Maumee | OH | 03/2017 | Present |
| United Healthcare | Cleveland | OH | 09/2017 | Present |
| Netlaw | Lousiville | KY | 12/2019 | 11/2023 |
| Wealthwave | Maumee | OH | 04/2020 | 11/2023 |
| Lpl Financial Llc | Toledo | OH | 11/2023 | Present |
1) 11/2023 - Priority Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 11/2023 - United Healthcare / Non-Variable Insurance / Inv. Related / Minneapolis, MN / Start date 11/27/2023 - 5 Hrs per month - 5 % Time Spent 3) 111/2023 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
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