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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-11 |
Branch Locations
30195 Chagrin Blvd Ste 208W, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial /Creekside Financial Advisors Llc | Pepper Pike | OH | 05/2025 | Present |
| Chagrin Falls School District | Chagrin Falls | OH | 08/2022 | 06/2023 |
| Stay At Home Parent | Novelty | OH | 06/2023 | 05/2025 |
| Chardon Local School District | Chardon | OH | 08/2018 | 08/2022 |
| Geauga County Public Library | Chardon | OH | 05/2017 | 08/2018 |
| Geauga County Board Of Education | Chardon | OH | 08/2015 | 08/2018 |
1. 02/2026 - Creekside Financial - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - OBA start date: 2/10/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 02/2026 - George Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment related - Novelty OH 44072 - OBA start date: 05/30/2025 - 00 Hrs/Mth - 00 Hrs During Trading 3. 02/2026 - Natural Journey Farm LLC - Business Owner - Not Investment related - Novelty OH 44072 - OBA start date: 01/01/2017 - 05 Hrs/Mth - 05 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-08 |
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