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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Lima | OH | 10/2018 | 03/2020 |
| Area Agency On Aging 3 | Lima | OH | 10/2012 | 10/2018 |
| Edward Jones | St Louis | MO | 03/2020 | 01/2022 |
| Raymond James Financial Services, Inc | Lima | OH | 01/2022 | 09/2023 |
| Raymond James Financial Services Advisors, Inc | Lima | OH | 01/2022 | 09/2023 |
| Voices Of Prosperity | Crisersville | OH | 08/2021 | Present |
| Shawnee Station | Lima | OH | 01/2022 | Present |
| Rockhold Wentling Financial Advisors | Lima | OH | 01/2022 | Present |
| Lpl Financial Llc | Lima | OH | 09/2023 | Present |
| The Citizens National Bank | Lima | OH | 09/2023 | Present |
1) 09/05/2023 - Citizens Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 09/05/2023 - Encova insurance - Non-Variable Insurance - Selling: life insurance - OH 43215 - Investment related - >1 Hour per month - Start date: 2/1/2022. 3) 10/13/2023 - National Guardian Life - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 09/14/2023 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-08 |
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