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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-14 |
Branch Locations
4379 W 219Th St Ste 101, Fairview Park, OH 44126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student At Avon High School | Avon | OH | 01/2015 | 08/2018 |
| Slippery Rock University Student | Slippery Rock | PA | 08/2018 | 08/2022 |
| Beaufort County School District | Bluffton | SC | 08/2022 | 06/2024 |
| Palmetto Running Company | Bluffton | SC | 06/2024 | 02/2025 |
| Ohio Investment Partners | Fairview Park | OH | 02/2025 | Present |
| Self Employed | Cleveland | OH | 01/2020 | Present |
| Lpl Financial Llc | Fairview Park | OH | 02/2025 | Present |
1- 06/2025 / Alexis Firment - User generated Content / Business Owner / Not Investment Related / 20 hrs mth / Start date: 08/12/2020 2- 06/2025 / Ohio Investment Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s) 3- 07/10/2026 - Avon Middle School - Coach/ Sports/ Fitness - Not Investment Related - Avon, OH - Start Date 08/01/2026 - 25 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-09 |
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