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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-19 |
| OH | RA | APPROVED | 2024-05-22 |
| TX | RA | APPROVED_RES | 2024-05-22 |
Branch Locations
30195 Chagrin Blvd Ste 208W, Pepper Pike, OH 44124 • 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 |
|---|---|---|---|---|
| Securities America Inc. | Pepper Pike | OH | 06/2005 | 05/2024 |
| Securities America Advisors Inc. | Pepper Pike | OH | 07/2005 | 05/2024 |
| Creekside Financial Advisors Llc | Pepper Pike | OH | 05/2011 | Present |
| Lpl Financial Llc | Pepper Pike | OH | 05/2024 | Present |
1) 05/2024 - Creekside Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 130hrs/month - 100% time spent 2) 05/2024 - Creekside Financial Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Pepper Pike, OH - Co-owner - Start Date 05/22/2024 - 160hrs/month - 95% time spent 3) 05/2024 - NTM Ventures - Property and Casualty Insurance Trails Only - Inv. Related - Pepper Pike, OH - Property and Casualty - Start Date 10/01/2020 - 0hrs/month - 0% time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-03 |
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