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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-25 |
| OH | RA | APPROVED | 2022-05-18 |
Branch Locations
1 N Hawkins Ave Suite #2, Akron, OH 44313 • United States
271 S Chestnut St, Ravenna, OH 44266 • United States
4280 Boardman-Canfield Rd, Canfield, OH 44406 • United States
3181 Larchmont Avenue Ne, Warren, OH 44483 • United States
2301 State Rd 59, Kent, OH 44483 • United States
6460 Mahonig Ave, Austintown, OH 44515 • United States
7371 California Ave, Boardman, OH 44512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Pa | New Castle | PA | 09/2014 | 08/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 04/2016 | 08/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2019 | Present |
| Cuna Mutual Group | Waverly | IA | 06/2019 | Present |
| Carrie Ratliff, State Farm | Poland | OH | 09/2018 | 06/2019 |
| Lpl Financial Llc | Warren | OH | 05/2022 | Present |
1)05/18/2022- No Business Name -Investment Related - Youngstown, OH 44514-1013- Real Estate Rental- owner- Start Date- 06/2020 2)05/18/2022 - 7 17 Retirement & Investment Group -Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-28 |
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