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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Columbus | OH | 12/2017 | 10/2022 |
| Capital University | Columbus | OH | 08/2014 | 05/2018 |
| Fifth Third Securities | Columbus | OH | 01/2020 | 10/2022 |
| Key Investment Services Llc | Brooklyn | OH | 12/2022 | 06/2025 |
| Keybank | Reynoldsburg | OH | 12/2022 | 06/2025 |
| Lpl Financial Llc | Reynoldsburg | OH | 06/2025 | Present |
| Telhio Credit Union | Reynoldsburg | OH | 06/2025 | Present |
1) 6/30/2025- Tyler's Collectible Group, LLC- Business Owner - Buying and selling cards and collectibles on Ebay and TCGplayer. - Non-Inv. Related - Canal Winchester, OH - Start date 1/2023- 10hrs per mth/ 0 during trading. 2) 06/30/2025 - TCM Holdings, LLC - Sheridan WY - Non Inv Rel - Start date: 05/1/2025 - 0hrs per mth/ 0 during trading. 3) 6/30/2025- Telhio Wealth Management- DBA for LPL Business (entity for LPL business) - Inv. Related - At reported business location(s) - Start date: 06/30/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-18 |
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