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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H2I Properties | Dayton | OH | 07/2024 | 02/2025 |
| Kettering City Schools | Kettering | OH | 08/2010 | 07/2024 |
| Thrivent Investment Management Inc. | Dayton | OH | 11/2024 | 03/2026 |
| Thrivent Financial | Appleton | WI | 06/2025 | 06/2025 |
| Thrivent Financial | Appleton | WI | 06/2025 | 03/2026 |
| Lpl Financial | Estero | FL | 03/2026 | Present |
| Lake Michigan Credit Union | Estero | FL | 03/2026 | Present |
1) 2026-03-30 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - MaxWealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-20 - 160hrs/mth - 160hrs/mth during trading 2) 2026-05-05 - Oceanview, Aspida, F&G, American Equity - Non-Variable Insurance - Y - at reported business location(s) - 2026-04-06 - 10hrs/mth - 5hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
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