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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-28 |
| OH | RA | APPROVED | 2022-11-14 |
Branch Locations
5901 Sun Boulevard Ste 206, St Petersburg, FL 33715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cellars Auto Body | Lima | OH | 10/2016 | 08/2020 |
| The Northwestern Mutual Life Insurance Co. | Columbus | OH | 01/2021 | 07/2021 |
| Elida Local Schools | Elida | OH | 01/2012 | 05/2018 |
| The Ohio State University | Columbus | OH | 08/2018 | 05/2022 |
| Ubc Wealth Management | Lima | OH | 08/2021 | Present |
| The Union Bank Company | Lima | OH | 11/2021 | 04/2025 |
| Lpl Financial Llc | Lima | OH | 11/2021 | Present |
1) 05/28/2025 - WeberMessick Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 04/28/2025 - 160 Hrs/Mth - 33 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-09 |
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