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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-02 |
Branch Locations
6099 Riverside Dr. Suite 104, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hilliard | OH | 09/2009 | 07/2021 |
| Stratos Wealth Partners, Ltd | Hilliard | OH | 04/2016 | 06/2021 |
| Ifp Securities Llc | Tampa | FL | 07/2021 | 01/2025 |
| Independent Financial Partners | Tampa | FL | 07/2021 | 01/2025 |
| Lpl Financial Llc | Dublin | OH | 01/2025 | Present |
1- 12/2024 / Angelis Wealth Group Inc / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 12/2024 / Vanbridge (formerly Dixon Wells) / Non-Variable Insurance / Investment Related / 1 hr mth / Dublin, OH / Start date: 09/17/2018 3- 12/2024 / Darlene K. Shaw / Notary / Notary / Not Investment Related / 0.15 hrs mth / Hilliard, OH / Start date: 11/26/2008
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-27 |
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