Best Investors Account Sign in

Zachary Adam Holbert

LPl Financial LLC

Chillicothe, OH

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-10
TX RA APPROVED 2025-07-10
  • OH RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

265 N. Woodbridge Avenue Suite A, Chillicothe, OH 45601 • 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
Bhm Cpa Group, Inc. Circleville OH 10/2012 05/2021
Lpl Financial Llc Chillicothe OH 06/2021 05/2022
Cadaret, Grant & Co., Inc. Chillicothe OH 05/2022 07/2025
Lpl Financial Llc Chillicothe OH 07/2025 Present
  • 10/2012 → 05/2021
    Bhm Cpa Group, Inc.
    Circleville, OH
  • 06/2021 → 05/2022
    Chillicothe, OH
  • 05/2022 → 07/2025
    Cadaret, Grant & Co., Inc.
    Chillicothe, OH
  • 07/2025 → Present
    Chillicothe, OH
Previous Registrations
  • 2022-05-19 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Chillicothe, OH
    Syracuse, NY
    Syracuse, NY
  • 2021-12-06 → 2022-06-17
    Chillicothe, OH
Other Businesses

1. 07/10/2025- Rathkamp Financial, Inc.- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 06/01/2021- 30 Hours Per Month- 30 Hours During Trading 2. 07/10/2025- Rathkamp Financial, Inc.- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/01/2021- 5 Hours Per Month- 5 Hours During Trading 3. 07/10/2025- Rathkamp Financial, Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/01/2021- 160 Hours Per Month- 160 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-29
  • S66 Uniform Combined State Law Examination
    2021-11-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chillicothe, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor