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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-06 |
| OH | RA | APPROVED | 2016-01-20 |
| PA | RA | APPROVED | 2016-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Columbus | OH | 01/2016 | Present |
1.11/14/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Telhio Wealth Management Services; Investment Related; at Reported Business Location(s); Start Date 10/04/2016; 20hrs/mth; 20hrs during trading 2.06/02/2017; Greyson Tax & Consulting; Tax Prep/Accounting/CPA; Investment Related; Columbus,OH; Start Date 06/01/2017; 10hrs/mth; 0hrs during trading 3.04/10/2018; Brylan Real Estate Company; Real Estate Rental; Not Investment Related; ; Start Date 08/01/2016; 0hrs/mth; 0hrs during trading 4.02/08/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Russell Sweeney Wealth Management; Investment Related; at Reported Business Location(s); Start Date 08/01/2019; 10hrs/mth; 2hrs during trading 5.10/05/2021; Scoot Mortgage; Mortgage/Real Estate Services; Investment Related; 2258 Darlington Rd Chippewa,PA; Start Date 03/01/2021; 10hrs/mth; 0hrs during trading 6.08/04/2022; Clearoak Capital Holdings; Other - Business Owner; Investment Related; 387 W. 4th Ave,Columbus; Start Date 08/15/2022; 0hrs/mth; 0hrs during trading 7.08/12/2025; Greyson Tax & Consulting; Tax Prep/Accounting/CPA; Investment Related; 1177 W. 3rd Ave Columbus,OH; Start Date 06/01/2017; 20hrs/mth; 0hrs during trading 8.08/21/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Greyson Private Wealth; Investment Related; at Reported Business Location(s); Start Date 09/01/2026; 40hrs/mth; 40hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-17 |
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