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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-10 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5839 Chandler Ct, Westerville, OH 43082 • United States
New Albany, OH • 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 |
|---|---|---|---|---|
| Allstate Insurance Co | New Albany | OH | 03/2013 | 03/2021 |
| Donahey Financial Group | New Albany | OH | 03/2013 | Present |
| Lpl Financial Llc | Westerville | OH | 12/2021 | Present |
1) 12/01/2022 - Allstate - Non-Variable Insurance - Trails Only - New Albany, OH 43054 - Investment related - Start date: 03/31/2021. 2) 12/01/2022 - Stark Financial Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-08 |
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