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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-07 |
Branch Locations
580 Longbow Dr Ste 106, Maumee, OH 43537 • United States
Toledo, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Maumee | OH | 10/2020 | 12/2023 |
| World Financial Group, Inc. | Maumee | OH | 06/2020 | 12/2023 |
| Adam Furniture Palace Llc | Toledo | OH | 01/2015 | 02/2021 |
| Volleyball Referee | Toledo | OH | 12/2008 | 12/2023 |
| Raising The Bottom | Toledo | OH | 08/2015 | 12/2023 |
| Bni Of Northtwest Ohio | Toledo | OH | 06/2021 | 12/2023 |
| Oba-George Calton, Jr. - Notary Public | Toledo | OH | 06/2022 | 12/2023 |
| Wealthwave | Maumee | OH | 06/2020 | 12/2023 |
| Lpl Financial Llc | Toledo | OH | 12/2023 | Present |
1)12/04/2023 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2023 - 160 Hr/Mth 2)12/04/2023 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2023 - 160 Hr/Mth 3)12/04/2023 - One Resource Group - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 12/2013 - 10 Hr/Mth 4)12/04/2023 - Notary - State of Ohio - Inv Rel - Start: 06/2022 5)12/04/2023 - Other - Volleyball Referee - Non-Inv Rel - Toledo, OH - Start: 09/2008 - 6 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-30 |
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