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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-25 |
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
9655 Dayton-Lebanon Pike, Centerville, OH 45458 • United States
4100 W. 3Rd St. Bldg 305, Dayton, OH 45428 • United States
2089 Dayton-Xenia Rd, Beavercreek, OH 45434 • United States
3501 Wilmington Pike, Kettering, OH 45429 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Beavercreek | OH | 10/2019 | 06/2025 |
| Calculated Hire | Dayton | OH | 05/2019 | 09/2019 |
| Ubs Financial Services | Dayton | OH | 05/2018 | 12/2018 |
| Coffman Ymca | Dayton | OH | 05/2017 | 07/2017 |
| University Of Dayton | Dayton | OH | 08/2016 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2019 | 06/2025 |
| Lpl Financial Llc | Kettering | OH | 06/2025 | Present |
| Dayair Credit Union | Kettering | OH | 06/2025 | Present |
1)5/28/25- Day Air Wealth Management Group - DBA for LPL Business (entity for LPL business) - Inv. Related- at reported business location(s) 2) 5/28/25- Zimmer Centerville LLC - Commercial Real Estate rental - co-owns property with Family - Inv. Related- Kettering, Ohio 45429, start date 01/02/2012 - 0 hours 3) 5/28/25 - Zimmer Beavercreek LTD- Commercial Real Estate rental - co-owns property with Family - Inv. Related- Kettering, Ohio 45429, start date 01/02/2012 - 0 hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-27 |
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