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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-25 |
Branch Locations
107 W. Main Street Po Box 185, Junction City, OH 43748 • United States
1012 E State St, Athens, OH 45701 • United States
86 N Kennebec Ave, Mcconnelsville, OH 43756 • United States
26 Toledo Street, Glouster, OH 45732 • United States
1820 Broadway Street, Stockport, OH 43787 • United States
11 Public Square Po Box 149, Nelsonville, OH 45764 • United States
1146 Maple Ave, Zanesville, OH 43701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Investment Services Inc. | Columbus | OH | 02/2019 | 05/2022 |
| Webb Financial Group Llc | Zanesville | OH | 01/2019 | 02/2019 |
| Zipline Safari Llc | Cumberland | OH | 06/2016 | 09/2017 |
| The Wilds | Cumberland | OH | 03/2018 | 10/2018 |
| Ohio Dominican University | Columbus | OH | 08/2015 | 05/2018 |
| Lpl Financial Llc | Zanesville | OH | 01/2019 | 03/2019 |
| Lpl Financial Llc | Zanesville | OH | 06/2022 | Present |
1) 06/02/2022 - WFGLLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2022 2) 06/02/2022 - WEBB FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2022 3) 06/02/2022 - Real Estate Rental - AIR B&B - Co-Owner - Millersport, OH - Start: 05/2022 - 8 Hr/Mth 4) 06/30/2023 - Webb Financial Group LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 06/15/2023 - 2 Hours Per Month/ 2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
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