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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-02 |
| OH | RA | APPROVED | 2024-08-28 |
Branch Locations
7620 Market Street Suite 5, Youngstown, OH 44512 • United States
7620 Market Street, Suite 5, Youngstown, OH 44512 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dick's Sporting Goods | Boardman | OH | 06/2020 | 08/2020 |
| The Ohio State University | Columbus | OH | 09/2021 | 02/2023 |
| Bury Financial Group | Youngstown | OH | 05/2021 | 08/2021 |
| Bury Financial Group | Youngstown | OH | 05/2022 | 08/2022 |
| Bury Financial Group | Youngstown | OH | 06/2023 | 12/2023 |
| Poland Local Schools | Poland | OH | 09/2012 | 05/2019 |
| The Ohio State University | Columbus | OH | 08/2019 | 05/2023 |
| Sagepoint Financial, Inc. | Youngstown | OH | 07/2023 | 09/2023 |
| Osaic Wealth, Inc. | Youngstown | OH | 09/2023 | 08/2024 |
| Lpl Financial Llc | Youngstown | OH | 08/2024 | Present |
1- 08/2024 / Bury Financial Group / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 140 hrs during trading / start 06/05/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
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