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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-23 |
Branch Locations
One Easton Oval Suite 550, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise | Columbus | OH | 11/2025 | Present |
| Montgomery Inn Boathouse | Cincinnati | OH | 09/2022 | Present |
| Sleepy Bee Cafe | Cincinnati | OH | 08/2021 | 09/2022 |
| Bowling Green State University | Bowling Green | OH | 08/2017 | 05/2021 |
| Papa Johns Pizza | Cincinnati | OH | 06/2021 | 08/2021 |
| Bishop Fenwick High School | Franklin | OH | 08/2014 | 06/2017 |
| Aeroserv | Mason | OH | 04/2020 | 09/2020 |
1) 11/11/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Start Date 11/11/2025 - Mason, OH - INV REL - 160 hrs/mth | 160 hrs during trading. 2) 11/11/2025 - AMANDA PHEBE MICHAEL N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Start Date 11/11/2025 - Mason, OH - INV REL - 160 hrs/mth | 160 hrs during trading. 3) 11/11/2025 - Montgomery Inn Boathouse - Outside/W-2 Employment - Start Date 09/14/2022 - Cincinnati, OH - NOT INV REL - 85 hrs/mth | 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-20 |
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