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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-29 |
| OH | RA | APPROVED | 2025-07-10 |
Branch Locations
300 W. Wilson Bridge Road Suite 300, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Corp | Columbus | OH | 05/2018 | 03/2025 |
| Colgate University | Hamilton | NY | 08/2014 | 05/2018 |
| Relph Benefit Advisors | Rochester | NY | 05/2017 | 08/2017 |
| Cadaret, Grant & Co., Inc. | Worthington | OH | 03/2025 | Present |
| Lpl Financial Llc | Worthington | OH | 07/2025 | Present |
1. 07/10/2025- OPOC.us Retirement Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/11/2025- 160 Hours Per Month- 140 Hours During Trading 2. 07/10/2025- AccelWell-Other- Not INV Related- At Reported Business Location(s)- Start date- 03/10/2025- 100 Hours Per Month 3. 07/10/2025- CentricHC- Other- Not INV Related- At Reported Business Location(s)- Start date 03/10/2025- 100 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-12 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-26 |
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