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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 03/2016 | 03/2019 |
| Huntington Bank | Cincinnati | OH | 02/2014 | 03/2019 |
| Civista Bank | Fort Mitchell | KY | 03/2019 | 06/2023 |
| Lpl Financial Llc | Fort Mitchell | KY | 03/2021 | 06/2023 |
| Wesbanco Securities, Inc. | Newport | KY | 06/2023 | 01/2026 |
| Wesbanco Bank | Newport | KY | 06/2023 | 07/2024 |
| First Financial Bank | Covington | KY | 03/2022 | 03/2023 |
| General Electric Credit Union | Florence | KY | 01/2026 | Present |
| Lpl Financial Llc | Florence | KY | 01/2026 | Present |
1) 01/2026- Investment products and services are offered through LPL Financial LLC using the DBA/trade name GECU Wealth Management - Inv. Related- At reported business location(s) 2) 06/04/2026 - Mitten Gutter Company LLC - Business Owner - Not Investment Related - Midland, MI - Start Date 06/01/2026 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-11 |
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