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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Llc | Centerville | OH | 11/2014 | 07/2025 |
| Wfgia | Centerville | OH | 10/2014 | 07/2025 |
| Landon E Neuman | Lima | OH | 11/2017 | Present |
| Midwest Metal Fabricators Llc | Wapakoneta | OH | 04/2020 | Present |
| Lpl Financial | Lima | OH | 07/2025 | Present |
1)07/11/2025 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 06/17/2025 - 160hrs/mnth 8 hrs during Trading 2)07/11/2025 - Midwest Metal Fabricators LLC - Assistant Manager - Outside/W-2 Employment - Non-Inv Rel - Wapakoneta, OH - Start: 04/01/2010 - 40 Hr/Mth 0 hrs during Trading 3)07/11/2025 - Landon E Neuman - Real Estate Rental - Inv Rel - Real Estate Rental - Start: 09/012017 - 3 Hr/Mth 0 hrs during Trading 4)07/11/2025 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 06/17/2025 - 160hrs/mnth 8 hrs during Trading 5. 08/19/2025 - One Resource Group - Insurance Agency - Inv rel - At Reported Business Location(s) - Start date: 08/01/2025 - 8hrs/mnth 8 hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-11 |
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