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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-25 |
Branch Locations
4401 Rockside Road Ste 310, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Independence | OH | 06/2012 | 10/2023 |
| Lpl Financial Llc | Independence | OH | 10/2023 | Present |
1.10/24/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name ViewPoint Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 10/24/2023; 170hrs/mth; 7hrs during trading 2.03/05/2025; Invman, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 03/15/2025; 0hrs/mth; 0hrs during trading 3.08/18/2026; Jennifer Bower LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 09/01/2026; 170hrs/mth; 170hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-07 |
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