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Sydney Johnson

LPl Financial LLC

West Chester, OH

CRD 8051758

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-19
  • OH RA
    APPROVED
    Since 2026-02-19

Branch Locations

8194 Liberty Way, West Chester, OH 45069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stevens Investment Group West Chester OH 03/2025 Present
Casto Residential Cincinnati OH 07/2024 03/2025
Village Green Management Highland Heights KY 05/2022 07/2024
Dick's Sporting Goods Florence KY 10/2020 05/2022
Planet Fitness Florence KY 02/2019 10/2020
Northern Kentucky University Highland Heights KY 08/2019 12/2021
Unemployed - University Transfer Union KY 12/2018 02/2019
University Of Louisville Louisville KY 08/2017 12/2018
Unemployed - Enrolled For School Union KY 05/2017 08/2017
Student Union KY 08/2013 05/2017
Lpl Financial Llc West Chester OH 12/2025 Present
  • 03/2025 → Present
    Stevens Investment Group
    West Chester, OH
  • 07/2024 → 03/2025
    Casto Residential
    Cincinnati, OH
  • 05/2022 → 07/2024
    Village Green Management
    Highland Heights, KY
  • 10/2020 → 05/2022
    Dick's Sporting Goods
    Florence, KY
  • 02/2019 → 10/2020
    Planet Fitness
    Florence, KY
  • 08/2019 → 12/2021
    Northern Kentucky University
    Highland Heights, KY
  • 12/2018 → 02/2019
    Unemployed - University Transfer
    Union, KY
  • 08/2017 → 12/2018
    University Of Louisville
    Louisville, KY
  • 05/2017 → 08/2017
    Unemployed - Enrolled For School
    Union, KY
  • 08/2013 → 05/2017
    Student
    Union, KY
  • 12/2025 → Present
    West Chester, OH
Other Businesses

1) 11/18/2025 - Stevens Investment Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-18
  • S66 Uniform Combined State Law Examination
    2026-02-18

View on SEC IAPD

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