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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-03 |
| OH | RA | APPROVED | 2000-03-20 |
Branch Locations
7990 Clyo Road, Centerville, OH 45459 • United States
342 2Nd St, Portsmouth, OH 45662 • United States
Bellbrook, OH • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Centerville | OH | 03/2000 | Present |
1. 02/17/2000 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - ADAMS FINANCIAL GROUP, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) 2. 05/28/2004 - NO BUSINESS NAME - REAL ESTATE RENTAL - RENTAL PROPERTIES - NOT INV REL 3. 07/22/2005 - DBA ONLY, ADAMS WEALTH MANAGEMENT GROUP. 4. 01/14/10 - NON-VARIABLE INSURANCE, LIFE INSURANCE. 1% OF TIME SPENT. 5. 5/18/2017 - Adams Ventures - Investment Related - Centerville & Xenia, OH - Real Estate Rental - Started 01/01/1998 - 2 Hours Per Month/0 Hours During Securities Trading - Own 6 Office condominiums and 2 residential Townhomes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-11 |
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