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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-03 |
| TX | RA | APPROVED | 2023-08-03 |
Branch Locations
1929 E. Royalton Rd., Bldg A, Broadview Heights, OH 44147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of North Royalton Rec Department | North Royalton | OH | 05/2015 | 08/2017 |
| The Ohio State University | Columbus | OH | 08/2015 | 12/2018 |
| Mml Investors Services | Cleveland | OH | 01/2019 | 08/2023 |
| Mass Mutual Life Insurance Company | Cleveland | OH | 05/2018 | 08/2023 |
| Lpl Financial Llc | Beachwood | OH | 08/2023 | Present |
1) 7/2023- Stratos WeaIth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 08/28/2023 - No Business Name - Non-Variable Insurance - Financial Planner - Investment Related - At Reported Business Location(s) - Start Date 08/23/2023 - 5 Hours Per Month/ 0 Hours During Trading 3) 05/12/2025 - GILLIGAN WEALTH MANAGEMENT LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 05/06/2025 - 80 Hrs/Mth - 80 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-18 |
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