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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-29 |
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 |
|---|---|---|---|---|
| Unemployment | Beachwood | OH | 12/2024 | 04/2025 |
| Medic Management Group, Inc | Beachwood | OH | 06/2022 | 12/2024 |
| Medpilot Inc | Cleveland | OH | 06/2017 | 06/2022 |
| Capital Anesthesia Billing Services | Charlotte | NC | 08/2016 | 05/2017 |
| Lpl Financial Llc | Fairview Park | OH | 04/2025 | Present |
1) 2026-01-26 - Annette Pejeau - Non-Variable Insurance - Y - 25 - 10 - at reported business location(s) - 2026-01-23 - Sell Health Insurance products 2) 2025-09-30 - None - OHSAA Basketball Official - N - 65 - 0 - at reported business location(s) - 2025-09-29 - 3) 2025-04-16 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - OHIO INVESTMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Y - 160 - 40 - at reported business location(s) - 2025-04-14 - 4) 06/15/2026 - Coordination Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 25 hours per month/ during trading 5) 06/24/2026 - Colonial Life - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2026 - 40 hours per month/ 25 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-19 |
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