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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aussie Pet Mobile | Westlake | OH | 07/2017 | 10/2021 |
| Ernst & Young | Cleveland | OH | 06/2016 | 06/2017 |
| Lincoln Financial Advisors Corporation | Westlake | OH | 11/2021 | 01/2025 |
| Westlake High School | Westlake | OH | 10/2021 | Present |
| Osaic Wealth, Inc. | Orange Village | OH | 01/2025 | 06/2025 |
| Civista Bank | Sandusky | OH | 06/2025 | Present |
| Lpl Financial Llc | Sandusky | OH | 06/2025 | Present |
1) 2026-05-01 - Appel Basketball LLC - Business Owner - N - 12 - 0 - Avon Lake OH - 2026-03-26 - Youth basketball organization 2) 2025-06-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Civista Investments - DBA for LPL Business (entity for LPL business) - Y - - - at reported business location(s) - 2025-06-04 - 3) 2025-06-09 - AVON LAKE CITY SCHOOLS - Coach/Sports/Fitness - N - 50 - 0 - at reported business location(s) - 2025-06-04 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-23 |
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