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Mitchell Borst

LPl Financial LLC

Maumee, OH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-10-12
  • OH RA
    APPROVED
    Since 2023-10-12

Branch Locations

580 Longbow Dr Ste 106, Maumee, OH 43537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Maumee OH 01/2021 10/2023
World Financial Group, Inc. Maumee OH 06/2020 10/2023
Grubhub Chicago IL 10/2020 11/2021
Doordash San Francisco CA 03/2020 11/2021
Cross Heating And Cooling Ida MI 01/2017 11/2020
Chick-Fil-A Toledo OH 05/2016 01/2017
Borst Financial Llc Maumee OH 04/2021 12/2021
Wealthwave Maumee OH 06/2020 10/2023
Lpl Financial Llc Toledo OH 10/2023 Present
  • 01/2021 → 10/2023
    Transamerica Financial Advisors, Inc
    Maumee, OH
  • 06/2020 → 10/2023
    World Financial Group, Inc.
    Maumee, OH
  • 10/2020 → 11/2021
    Grubhub
    Chicago, IL
  • 03/2020 → 11/2021
    Doordash
    San Francisco, CA
  • 01/2017 → 11/2020
    Cross Heating And Cooling
    Ida, MI
  • 05/2016 → 01/2017
    Chick-Fil-A
    Toledo, OH
  • 04/2021 → 12/2021
    Borst Financial Llc
    Maumee, OH
  • 06/2020 → 10/2023
    Wealthwave
    Maumee, OH
  • 10/2023 → Present
    Toledo, OH
Previous Registrations
Other Businesses

1) 10/05/2023 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 10/05/2023 - One Resource Group - Non-Variable Insurance - ONE RESOURCE GROUP - Investment related - OH 43614 - 10 Hours per month - Start date: 10/16/2023. 3) 10/05/2023 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 10/05/2023 - Borst Financial LLC - Business Entity For Tax/Investment Purposes Only - PASSTHROUGH ENTITY - OH 43614 - Non investment related - 4 Hours per month - Start date: 04/20/2021. 5) 01/31/2025- Tailgaters- Outside/W-2 Employment- Not INV Related- At Perrysburg, OH- Start date 12/18/2024- 50 Hours Per Month 6) 01/31/2025- FIST Office Partners LLC- Other - Business Partnership- INV Related- At Reported Business Location(s)- Start date 01/01/2024- 4 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-29
  • S66 Uniform Combined State Law Examination
    2021-03-29
Other Names
  • Mitch Borst

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