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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-22 |
Branch Locations
310 Caldwell St, Chillicothe, OH 45601 • United States
115 N Market St, Waverly, OH 45690-1363 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Chillicothe | OH | 12/2020 | 03/2023 |
| Shrivers Pharmacy | Mcarthur | OH | 07/2019 | 01/2021 |
| Loan Central | Chillicothe | OH | 01/2019 | 02/2019 |
| First National Bank | Waverly | OH | 02/2018 | 10/2018 |
| Walgreens | Jackson | OH | 08/2016 | 02/2018 |
| Unemployed | Jackson | OH | 02/2019 | 07/2019 |
| Ohio University | Chillicothe | OH | 08/2016 | 05/2018 |
| Ohio University | Chillicothe | OH | 08/2019 | 05/2021 |
| Compass Investment Group | Chillicothe | OH | 03/2023 | 03/2023 |
| Raymond James Financial Servcies, Inc | Chillicothe | OH | 03/2023 | 02/2024 |
| Raymond James Financial Servcies Advisors, Inc | Chillicothe | OH | 03/2023 | 02/2024 |
| Homeland Credit Union | Waverly | OH | 04/2024 | Present |
| Lpl Financaial Llc | Waverly | OH | 04/2024 | Present |
1) 04/2024 - Oakbridge Financial Partners, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
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