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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-11 |
| OH | RA | APPROVED | 2019-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax And Financial Strategies | Kent | OH | 07/2018 | 07/2019 |
| Spyglass Llc | Westlake | OH | 05/2015 | 06/2018 |
| Lpl Financial Llc | Kent | OH | 08/2019 | Present |
1) 08/02/2019 - O&R Partner - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s). 2) 11/26/2019 - Financial Independent Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Rep. - Started 11/19/2019 - 10 Hours Per Month During Securities Trading. 3) 4/29/2021 - Wymer Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/15/2021 - 175 Hours Per Month/8 Hours During Securities Trading. 4) 04/28/2023 - Atikan Wealth Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/18/2023 - 20 Hours Per Month/10 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-09 |
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