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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-10 |
Branch Locations
1375 Heyl Road, Suite C, Wooster, OH 44691 • United States
4429 Fulton Dr Nw Ste 100, Canton, OH 44718 • United States
1210 E Main St, Ashland, OH 44805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig American General Life Insurance Company | Wooster | OH | 03/2005 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 03/2023 |
| Lpl Financial | Wooster | OH | 03/2023 | Present |
1) 03/2023 - Compass Financial Strategies LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 03/2023 - Roger R Inkrott - Non-Variable Insurance - Inv. Related - Wooster, OH - Agent selling life, medicare, and health insurance - Start Date 01/01/2005 - 40hrs/month 3) 03/2023 - New Direction Financial Services LTD - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Wooster, OH - Owner - Start Date 01/01/2005 - 120hrs/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-02 |
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