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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-22 |
| OH | RA | APPROVED | 2018-07-18 |
Branch Locations
6520 Centerville Business Pkw, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 09/2007 | 07/2018 |
| Valmark Advisers, Inc. | Akron | OH | 12/2012 | 07/2018 |
| Lpl Financial Llc | Centerville | OH | 07/2018 | Present |
1)05/31/2018 - GALLAGHER POOL WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2012 2) 05/31/2018 - GALLAGHER POOL LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 11/2012 3)05/31/2018 - Real Estate Rental - non-inv rel - Centerville, OH - start: 11/2012 - 3 hr/mth 4) 8/4/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:07/18/2018 - 4 Hours Per Month/1 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-11 |
| S66 | Uniform Combined State Law Examination | 2013-05-01 |
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