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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-15
OH RA APPROVED 2024-11-01
  • TX RA
    APPROVED
    Since 2024-11-15
  • OH RA
    APPROVED
    Since 2024-11-01

Branch Locations

5058 Waterford Drive, Sheffield Village, OH 44035 • 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
Strata Financial Group, Llc Sheffield Village OH 10/2018 Present
Donald Martens & Sons Ambulance Service, Inc. Brooklyn OH 04/2017 09/2018
Delta Energy Services, Llc Dublin OH 03/2012 03/2017
Osaic Wealth, Inc. Sheffield Village OH 05/2019 11/2024
Harrington Asset Management, Inc. Dublin OH 10/2019 01/2023
Kyle Hancharick, Notary Public Sheffield Village OH 11/2017 Present
Lpl Financial Llc Sheffield Village OH 11/2024 Present
  • 10/2018 → Present
    Strata Financial Group, Llc
    Sheffield Village, OH
  • 04/2017 → 09/2018
    Donald Martens & Sons Ambulance Service, Inc.
    Brooklyn, OH
  • 03/2012 → 03/2017
    Delta Energy Services, Llc
    Dublin, OH
  • 05/2019 → 11/2024
    Sheffield Village, OH
  • 10/2019 → 01/2023
    Harrington Asset Management, Inc.
    Dublin, OH
  • 11/2017 → Present
    Kyle Hancharick, Notary Public
    Sheffield Village, OH
  • 11/2024 → Present
    Sheffield Village, OH
Previous Registrations
  • 2021-06-25 → 2024-11-11
    Sheffield Village, OH
  • 2019-10-16 → 2023-01-05
    Harrington Asset Management Inc
    Sheffield Village, OH
    Dublin, OH
Other Businesses

1) 10/2024 - STRATA FINANCIAL GROUP. LLC / DBA for LPL Business (entity for LPL business) / Inv. Related / Sheffield Village. OH 44035 / Start date 06/26/2019 -150 hrs per month - 95% Time Spent 2) 10/2024 - Kyle Hancharick, Notary Public / Inv. Related / Sheffield Village, OH 44035 / Start date 11/12/2017 - 1 Hrs per month - 1 % Time Spent 3) 12/05/2025 - Kyle Hancharick - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/14/2024 - 5 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-30
  • S66 Uniform Combined State Law Examination
    2019-09-30
Designations

View on SEC IAPD

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