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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
3230 Central Park West Ste 100, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2020 | 10/2020 |
| Healthy Interactions | Toledo | OH | 07/2010 | 12/2019 |
| Unemployed | Sylvania | OH | 10/2019 | 06/2020 |
| Securian Financial Services Inc | St Paul | MN | 11/2020 | 03/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 11/2020 | 03/2023 |
| Financial Design Group | Toledo | OH | 11/2020 | Present |
| Lpl Financial Llc | Toledo | OH | 03/2023 | Present |
1) 03/16/2023 - Financial Design Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 03/16/2023 - FDG Fixed Insurance - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 11/2020 3) 03/16/2023 - Rental Property - Owner - Inv Rel - Toledo, OH - Start: 07/2014 - 3 Hr/Mth 4) 06/22/2023 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 06/15/2023 - 5 Hours Per Month/ 5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-07 |
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