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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-18 |
Branch Locations
37903 Euclid Ave, Willoughby, OH 44094 • United States
30195 Chagrin Blvd Ste 208W, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 07/2016 | 06/2025 |
| Lpl Financial, Llc | Pepper Pike | OH | 06/2025 | Present |
1- 05/2025 / Creekside Financial Advisors / DBA for LPL Business (entity for LPL business) /INV RLTD / AT LOCATION / 160 HRS MNTH / 130 HRS DURING TRDNG / START 6/17/25 2- 04/09/2026 - Wells Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Concord Township, OH - Start Date 02/10/2026 - 160 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-21 |
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