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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ta-Check Financial | Strongsville | OH | 10/2019 | Present |
| Five Points Dentistry/ Merit Dental | Strongsville | OH | 10/2000 | 10/2019 |
| Lpl Financial, Llc | Strongsville | OH | 10/2019 | Present |
1)7/29/2020- Ta-Check Financial- DBA for LPL Business (entity for LPL business)- Inv. Related- Strongsville, OH- 100% 2)7/29/2020- Complete U, LLC- Other - Life Coach- Non-Inv. Related- St. Augustine, FL- start date 7/2019- 5hrs/mth 3) 10/19/2020 - Ta-Check Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - ADMIN. - Start Date: 10/01/2019 - 64 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide administrative support to TA-Check Financial, an independent investment advisor firm. I started this business activity 10/2019. I expect to spend approximately 64 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-26 |
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