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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-02 |
Branch Locations
901 Adams Crossing Fl 1, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cincinnati | OH | 06/2025 | Present |
| Concentric Wealth Management | Cincinnati | OH | 06/2025 | Present |
| Burke Cpas And Advisors | Cincinnati | OH | 05/2013 | Present |
1) 11/14/2025 - Notary / Inv Related / Cincinnati, OH 45202 / Start date 12/12/2016 2) 11/14/2025 - Burke CPAs and Advisors / Business Entity For Tax prep/Accounting/CPA / Inv Related / Cincinnati, OH 45202 / Start date 08/01/2014 - 120 hrs per month - 90% time spent 3) 11/14/2025 - Concentric Wealth Management / DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - 160 hrs per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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