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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED_RES | 2026-02-03 |
Branch Locations
4401 Rockside Rd., Suite 201, Independence, OH 44131 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4401 Rockside Rd. Suite 201, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Independence | OH | 07/2019 | 02/2026 |
| Maria Gardens Center | North Royalton | OH | 03/2015 | 07/2019 |
| Lpl Financial, Llc | Independence | OH | 02/2026 | Present |
1. 1/2026 - Financial Design Group Inc. - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/3/2026 2. 1/2026 - Financial Design Group Inc. - Non-Variable Insurance - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Independence ,OH, 44131 - OBA Start Date: 02/01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-16 |
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