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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-01 |
| OH | RA | APPROVED | 2013-03-20 |
Branch Locations
8044 Montgomery Rd Ste 700, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Cincinnati | OH | 09/2012 | Present |
1. 09/02/2021 - Castellum Financial LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/31/2021 - 40 Hours Per Month/40 Hours During Securities Trading. 2. 9/20/2021 - Castellum Financial Advice LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/31/2021 - 40 Hours Per Month During Securities Trading. 3. 05/29/2026 - Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/20/2026 - 10 hours per month/ 5 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-11 |
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