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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 09/2016 | 01/2017 |
| K&B Financial | Galena | OH | 04/2016 | 04/2019 |
| The Richwood Banking Company | Delaware | OH | 09/2016 | 01/2017 |
| Lpl Financial Llc | Newark | OH | 05/2019 | 12/2020 |
| Lpl Financial Llc | Newark | OH | 12/2020 | 06/2021 |
| The Middlefield Banking Co | Dublin | OH | 03/2023 | 03/2026 |
| Lpl Financial Llc | Dublin | OH | 03/2023 | 03/2026 |
| Sanford Account Management Group | Columbus | OH | 06/2021 | 03/2023 |
| Lpl Financial, Llc | Gahanna | OH | 06/2026 | Present |
| Unemployed | Drive | OH | 03/2026 | 06/2026 |
| Wright-Patt Credit Union | Gahanna | OH | 06/2026 | Present |
1. “Investment products and services are offered through LPL Financial LLC using the DBA/trade name WPCU Retirement Solutions - Inv Rel - At Reported Business Location (s) - 06/2026”
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-07 |
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