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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Maumee | OH | 05/2012 | 10/2023 |
| World Financial Group, Inc. | Maumee | OH | 02/2011 | 10/2023 |
| Black Swamp Sports, Inc. | Maumee | OH | 09/2011 | 12/2016 |
| Fist Office Partners Llc | Maumee | OH | 08/2017 | 10/2023 |
| Barkholz Enterprises | Maumee | OH | 06/2017 | 10/2023 |
| Wealthwave | Johns Creek | GA | 02/2018 | 10/2023 |
| Lpl Financial Llc | Perrysburg | OH | 10/2023 | Present |
1)10/05/2023 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 2)10/05/2023 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 3)10/05/2023 - One Resource Group - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 10/2023 4)10/05/2023 - Barkholz Enterprises - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 10/2023 5)10/05/2023 - FIST Office Partners LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 10/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-13 |
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