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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
4401 Rockside Rd. Suite 201, Independence, OH 44131 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4401 Rockside Rd. Suite 201, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Cincinnati | Cincinnati | OH | 08/2015 | 04/2019 |
| Ameriprise Financial Services, Inc. | Independence | OH | 05/2016 | 12/2018 |
| Pruco Securities, Llc. | Cincinnati | OH | 05/2019 | 02/2023 |
| Incline Public House | Cincinnati | OH | 05/2019 | 01/2020 |
| Prudential Insurance Company Of America | Cincinnati | OH | 08/2019 | 02/2023 |
| Ameriprise Financial Services, Llc | Independence | OH | 02/2023 | 02/2026 |
| Lpl Financial, Llc | Independence | OH | 02/2026 | Present |
1. 01/2026 - Financial Design Group Inc. - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/3/2026. 2. 01/2026 - Financial Design Group Inc. - Non-Variable Insurance - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Independence, OH, 44131 - OBA Start Date: 02/01/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-11 |
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