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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-28 |
| OH | RA | APPROVED | 2025-05-08 |
Branch Locations
30195 Chagrin Blvd Ste 208W, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2015 | 05/2025 |
| Lpl Financial, Llc | Pepper Pike | OH | 05/2025 | Present |
1) 04/2025 - State of Ohio Notary Public Commission / Notary / Inv Related / Pepper Pike, OH 44124 / Start date 08/16/2021 - 1hrs per month - 1% time spent 2) 04/2025 - Creekside Financial Advisors / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month -100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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