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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-04 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
901 Adams Crossing Fl 1, Cincinnati, OH 45202 • United States
901 Adams Crossing, Floor 1, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horan Securities, Inc. | Cincinnati | OH | 12/1997 | 08/2023 |
| Hp Assets Llc | Cincinnati | OH | 03/2018 | 12/2018 |
| Concentric Wealth Management | Cincinnati | OH | 08/2023 | Present |
| Avantax Insurance Agency, Llc | Cincinnati | OH | 08/2023 | 06/2025 |
| Avantax Advisory Services | Cincinnati | OH | 08/2023 | 06/2025 |
| Avantax Investment Services Inc. | Cincinnati | OH | 08/2023 | 06/2025 |
| Lpl Financial, Llc | Cincinnati | OH | 06/2025 | Present |
1. Start Date:06/03/2025 - Concentric Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Cincinnati, OH 45202 - 160 Hrs/Mth - 8 Hrs During Trading - time Spent: 90
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-21 |
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