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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-01 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
388 South Main Street, Akron, OH 44311 • United States
1 N Hawkins Ave Suite #2, Akron, OH 44313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | Fountain Valley | CA | 08/2014 | 07/2021 |
| Jp Morgan Chase Bank | Fountain Valley | CA | 04/2014 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Costa Mesa | CA | 09/2021 | 04/2022 |
| Wells Fargo Bank, Na | Costa Mesa | CA | 09/2021 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Port Bch | CA | 05/2022 | 06/2023 |
| Bank Of America N.A. | Newport Beach | CA | 11/2022 | 06/2023 |
| The Huntington Investment Company | Columbus | OH | 04/2024 | 09/2025 |
| Unemployed | Warren | OH | 07/2023 | 03/2024 |
| 7 17 Credit Union | Akron | OH | 07/2026 | Present |
| Lpl Financial Llc | Akron | OH | 07/2026 | Present |
| Unemployed | Warren | OH | 09/2025 | 07/2026 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name 7 17 Retirement and Investment Group - Inv Rel - At Reported Business Location (s) - Start Date : 06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-08 |
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