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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-23 |
| OH | RA | APPROVED | 1999-10-18 |
Branch Locations
28300 Kensington Lane #100, Perrysburg, OH 43551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sattler & Associates | Perrysburg | OH | 10/1985 | Present |
| Lpl Financial Llc | Perrysburg | OH | 06/1993 | Present |
(1) 02/03/2011: Sattler Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 15% Time Spent - LPL Business and Basic Tax Preparation (2) 10/24/2016: Sattler Financial Group - Tax Prep/Accounting/CPA - Investment Related - 28300 Kensington Lane #100 Perrysburg, OH 43551 - Start 09/01/1993 - 10 Hr/Mo; 5 Hour(s) During Securities Trading - Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
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