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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
2465 Executive Park Blvd, Fairborn, OH 45324 • United States
161 Carrie Drive, Wilmington, OH 45177 • United States
521 Xenia Ave, Dayton, OH 45410 • United States
1137 W Third St, Dayton, OH 45402 • United States
3620 Colonel Glenn Hwy Rm 180, Dayton, OH 45435 • United States
1 S Main St Ste H, Dayton, OH 45402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 04/2016 | 06/2018 |
| Freeman Heyne Toma, Llc | Cincinnati | OH | 10/2017 | 06/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2018 | 05/2025 |
| Wirght-Patt Credit Union | Cincinnati | OH | 06/2018 | Present |
| Lpl Financial Llc | Wilmington | OH | 05/2025 | Present |
1- 05/15/2025 - WPCU Retirement Solutions - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/23/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-01 |
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