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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-02-23
  • OH RA
    APPROVED
    Since 2018-02-23

Branch Locations

48 East Market Street, Tiffin, OH 44883 • United States

226 E Perry Street, Port Clinton, OH 43452 • United States

4157 Navarre Avenue, Oregon, OH 43616 • United States

7182 N Lucas Street, Curtice, OH 43412 • United States

2820 East Harbor Rd, Port Clinton, OH 43452 • United States

1600 River St, Fremont, OH 43420 • United States

796 West Market Street, Tiffin, OH 44883 • United States

147 W Water St, Oak Harbor, OH 43449 • United States

100 S Main St, Clyde, OH 43410 • United States

200 N Broadway St, Greensprings, OH 44836 • United States

910 Sean Dr, Fremont, OH 43420 • United States

11 Monroe St, Monroeville, OH 44847 • United States

1315 E State St, Fremont, OH 43420 • United States

60 Whittlesey Ave., Norwalk, OH 44857 • United States

One Union Square, Bellevue, OH 44811 • United States

7182 N Lucas Street, Curtice, OH 43412 • United States

323 Croghan St., Fremont, OH 43420 • United States

33 Park Street, Milan, OH 44846 • 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
Lpl Financial Llc Oak Harbor OH 05/2014 Present
The Croghan Colonial Bank Oak Harbor OH 05/2014 Present
  • 05/2014 → Present
    Oak Harbor, OH
  • 05/2014 → Present
    The Croghan Colonial Bank
    Oak Harbor, OH
Previous Registrations
Other Businesses

1. 06/30/2014 - Croghan Investment and Insurance Services - INV REL - 900 W. South Boundary St. Bldg. 4A Perrysburg, OH 43551 - DBA for LPL Business (entity for LPL business) - START 06/04/2014 - NO TIME SPENT - I am a full time Investment Representative of Croghan Colonial Bank offering investment and insurance products through LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-23
S63 Uniform Securities Agent State Law Examination 2007-05-18
  • S66 Uniform Combined State Law Examination
    2018-02-23
  • S63 Uniform Securities Agent State Law Examination
    2007-05-18

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