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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| OH | RA | APPROVED | 2025-10-21 |
Branch Locations
North Royalton, OH • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
13700 State Rd Ste 11, North Royalton, OH 44133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 01/2020 | 10/2025 |
| Key Bank | Cleveland | OH | 08/2016 | 12/2019 |
| Bank Of America, Na | Cleveland | OH | 01/2020 | 10/2025 |
| Lpl Financial, Llc | North Royalton | OH | 10/2025 | Present |
1. 10/2025 - The Brookhaven Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 10/17/2025 2.10/2025 - Cacelina, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - North Royalton OH 44133 - OBA Start Date: 02/10/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
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