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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-06-27
  • OH RA
    APPROVED
    Since 2019-06-27

Branch Locations

Cincinnati, OH • United States

3805 Edwards Rd Ste 550, Cincinnati, OH 45209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2015 → 06/2019
    Capital Choice Financial Services
    Greensboro, GA
  • 06/2016 → 06/2017
    Ccf Investments
    Greensboro, GA
  • 02/2017 → 06/2017
    Capital Choice Investment Advisers Inc
    Greensboro, GA
  • 06/2017 → 06/2019
    Ameritas Investment Corp.
    Lincoln, NE
  • 10/2017 → Present
    Pope Financial Planning, Llc
    Cincinnati, OH
  • 06/2019 → Present
    Cincinnati, OH
Previous Registrations
  • 2017-06-21 → 2019-07-03
    Ameritas Investment Company, Llc
    Cincinnati, OH
    Greensboro, GA
  • 2017-02-15 → 2017-06-21
    Capital Choice Investment Advisers, Inc.
    Cincinnati, OH
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-06
S63 Uniform Securities Agent State Law Examination 2016-10-07
  • S65 Uniform Investment Adviser Law Examination
    2017-02-06
  • S63 Uniform Securities Agent State Law Examination
    2016-10-07
Other Names
  • Apryl Marie Walker

View on SEC IAPD

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