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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2023 | 01/2026 |
| Crabby Joe's Dockside | Marblehead | OH | 05/2017 | 08/2018 |
| Self Employed | Fostoria | OH | 05/2019 | 08/2019 |
| Dana Incorporated | Maumee | OH | 01/2020 | 12/2020 |
| Universal Robotics, Inc | Nashville | TN | 01/2022 | 03/2022 |
| Actalent, Inc | Nashville | TN | 03/2022 | 06/2022 |
| Mss Inc | Nashville | TN | 06/2022 | 06/2023 |
| The University Of Toledo | Toledo | OH | 08/2017 | 12/2021 |
| Terra State Community College | Fremont | OH | 01/2017 | 05/2017 |
| Burns Financial Solutions Llc | Arcadia | OH | 11/2020 | 11/2020 |
| Burns Financial Solutions | Arcadia | OH | 06/2023 | 01/2026 |
| Unemployed | Fostoria | OH | 05/2016 | 01/2017 |
| Lincoln Investment | Fort Washington | PA | 01/2024 | 01/2026 |
| Capital Analysts | Arcadia | OH | 07/2024 | 01/2026 |
| Lpl Financial Llc | Arcadia | OH | 12/2025 | Present |
1. 12/2025 - Burns Financial Solutions LLC - Tax Prep/Accounting/CPA - Inv Related - 40 Hour(s)/Month - 40 Hour(s) During Trading - Arcadia, OH, 44804 - OBA Start Date: 04/16/2024 2. 12/2025 - L Ray Burns - Non-Variable Insurance - Inv Related - 40 Hour(s)/Month - 40 Hour(s) During Trading - Arcadia, OH, 44804 - OBA Start Date: 02/25/2024 3..12/2025 - Burns Financial Solutions - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 1/6/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-05 |
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