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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-20
OH RA APPROVED 2022-11-14
TX RA APPROVED 2022-11-14
  • IL RA
    APPROVED
    Since 2025-05-20
  • OH RA
    APPROVED
    Since 2022-11-14
  • TX RA
    APPROVED
    Since 2022-11-14

Branch Locations

6520 Centerville Business Pkw, Centerville, OH 45459 • 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
Gallagher Pool Wealth Management Centerville OH 05/2018 03/2020
Lexis Nexis Corporation Dayton OH 05/2017 08/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2020 10/2022
Northwestern Mutual Investment Services Llc Beavercreek OH 05/2020 10/2022
Student Los Angeles CA 08/2016 05/2017
Student Los Angeles CA 08/2017 05/2018
Student Dayton OH 08/2018 05/2020
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2020 10/2022
Lpl Financial Llc Centerville OH 10/2022 Present
  • 05/2018 → 03/2020
    Gallagher Pool Wealth Management
    Centerville, OH
  • 05/2017 → 08/2017
    Lexis Nexis Corporation
    Dayton, OH
  • 05/2020 → 10/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2020 → 10/2022
    Northwestern Mutual Investment Services Llc
    Beavercreek, OH
  • 08/2016 → 05/2017
    Student
    Los Angeles, CA
  • 08/2017 → 05/2018
    Student
    Los Angeles, CA
  • 08/2018 → 05/2020
    Student
    Dayton, OH
  • 08/2020 → 10/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2022 → Present
    Centerville, OH
Other Businesses

1)10/28/2022 - Gallagher Pool Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)10/28/2022 - Non-Variable Insurance - Trails Only - Inv Rel - At Reported Business Location(s) 3)10/28/2022 - Real Estate Rental - Inv Rel - Owner - Dayton, OH - Start: 06/2022 4)3/16/2023 - WOODHULL FAMILY LIMITED PARTNERSHIP - Not Investment Related - Other- Business Owners - Passive Co-owner - Start Date - 03/14/2023 - 0 Hours Per Month/0 Hours During Securities Trading 5)3/16/2023 - No Business Name - Investment Related - Real Estate Rental - Start Date - 10 Hours Per Month/0 Hours During Securities Trading 6) 06/03/2025 - Coordi.me - Not Inv. Related - Home Based - Business Owner - Start Date:05/23/2025 - 5 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-11
S63 Uniform Securities Agent State Law Examination 2020-07-24
  • S66 Uniform Combined State Law Examination
    2022-11-11
  • S63 Uniform Securities Agent State Law Examination
    2020-07-24
Other Names
  • Chas Woodhull

View on SEC IAPD

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