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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-25 |
| TX | RA | APPROVED | 2023-10-25 |
Branch Locations
4401 Rockside Road Ste 310, Independence, OH 44131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Independence | OH | 09/2005 | 10/2023 |
| Lpl Financial | Independence | OH | 10/2023 | Present |
1) 9/2023 - ViewPoint Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 170hrs/month - 100% time spent 2) 9/2023 - Oak Tree 100, LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Independence, OH - Owner - Start Date 4/21/2023 - 0hrs/month - 0% time spent 3) 03/05/2025- Invman LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 03/15/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-05 |
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