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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-07 |
| TX | RA | APPROVED | 2020-10-07 |
Branch Locations
56 Dorchester Square N #100, Westerville, OH 43081 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Abbott Financial Services | Delaware | OH | 08/2009 | Present |
| Securities Service Network Inc. | Westerville | OH | 08/2016 | 10/2020 |
| Securities America, Inc. | Westerville | OH | 09/2020 | 10/2020 |
| Securities America Advisors, Inc. | La Vista | NE | 09/2020 | 10/2020 |
| Lpl Financial Llc | Westerville | OH | 10/2020 | Present |
1)09/08/2020 - RETIREMENT PLANNING PARTNERS, LLC. - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2008 2)09/08/2020 - RETIREMENT PLANNING PARTNERS, LLC. - Insurance Agency - inv rel - North Haven, CT, start: 02/2008 - 16 hr/mth 3)ABBOTT FINANCIAL SERVICES, LLC. - Non-Variable Insurance - inv rel - Galena, OH - start: 09/2009 - 8 hr/mth 4)09/08/2020 - ABBOTT FINANCIAL SERVICES, LLC. - ABBOTT FINANCIAL SERVICES, LLC. - inv rel - Galena, OH - start: 09/2009 - 48 hr/mth 5)09/08/2020 - RETIREMENT PLANNING PARTNERS PROPERTY LLC. - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 08/2007 - 1 hr/mth 6)09/08/2020 - ABBOTT FINANCIAL SERVICES, LLC. - Business Entity For Tax/Investment Purposes Only - inv rel - Galena, OH - start: 09/2009 - 16 hr/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-04 |
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