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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cleveland Research Company | Cleveland | OH | 06/2006 | 05/2020 |
| American Income Life | North Royalton | OH | 05/2020 | 10/2020 |
| Lpl Financial Llc | Strongsville | OH | 12/2020 | Present |
1) 12/04/2020 - TA-Check Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/13/2024 - Ta-Check Financial - Non-Variable Insurance - Agent/Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 2 Hours Per Month/ During Trading 3) 12/04/2024 - Ta-Check Tax Service - Tax Prep/Accounting/CPA - Tax Preparer- Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 5 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-30 |
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