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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-22 |
| TX | RA | APPROVED | 2024-05-22 |
Branch Locations
30195 Chagrin Blvd Ste 208W, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Pepper Pike | OH | 03/2021 | 05/2024 |
| Channing Realty Advisors, Llc | Cleveland | OH | 07/2017 | 03/2021 |
| Toole Katz & Roemersma | Arlington | VA | 11/2014 | 06/2017 |
| Securities America Advisors | Pepper Pike | OH | 06/2021 | 05/2024 |
| Lpl Financial | Pepper Pike | OH | 05/2024 | Present |
1. 05/22/2024 - No Business Name - Non-Inv Related - At Reported Business Location(s) - Notary - Started: 11/1/2021 - 2 Hrs/Mo; 1 Hr During Trading. 2. 05/22/2024 - Creekside Financial Advisors LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/22/2024 - 160 Hrs/mo; 40 hrs During Trading. 3. 06/04/2025 - Creekside Tax LLC - Inv. Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:06/01/2025 - 40 Hrs/mo; 2hrs During Trading. 4. 03/16/2026 - Western Reserve Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 20 hours per month/ 15 hours during trading 5. 04/17/2026 - Dolohanty Holdings, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/13/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-29 |
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