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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-09 |
Branch Locations
4510 Collins Blvd, Suite 1, Ashtabula, OH 44004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald's | Ashtabula | OH | 06/2006 | 12/2017 |
| Aldi | Painsville | OH | 01/2018 | 05/2018 |
| Mcdonald's | Ashtabula | OH | 05/2018 | Present |
| Callaway's Financial | Ashtabula | OH | 04/2026 | Present |
| Lpl Financial | Ashtabula | OH | 04/2026 | Present |
1. 04/2026 - Callaways Financial - 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: 04/08/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-05 |
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