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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-27 |
Branch Locations
Cincinnati, OH • United States
3805 Edwards Rd Ste 550, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Choice Financial Services | Greensboro | GA | 11/2015 | 06/2019 |
| Ccf Investments | Greensboro | GA | 06/2016 | 06/2017 |
| Capital Choice Investment Advisers Inc | Greensboro | GA | 02/2017 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 06/2019 |
| Pope Financial Planning, Llc | Cincinnati | OH | 10/2017 | Present |
| Lpl Financial, Llc | Cincinnati | OH | 06/2019 | Present |
1)06/27/2019 - Legal Shield - Legal consulting subscription model - non-inv rel - Cincinnati, OH - start: 09/2016 - 1 hr/mth 2)06/27/2019 - Pope Financial Planning, LLC - Non-Variable Insurance - Trails only - inv rel - Cincinnati, OH - start: 10/2017 - 15 hr/mth 3)06/27/2019 - Rental Property - inv rel - Springfield, OH - start: 06/2005 - 1 hr/mth 4) 7/8/2019 - Pope Financial Planning, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/02/2017 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100%. 5) 4/15/2020 - Retirement Plan Partners, LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/12/2020 - 20 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-07 |
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