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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-27 |
| TX | RA | APPROVED | 2024-08-27 |
Branch Locations
7620 Market Street Suite 5, Youngstown, OH 44512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Uhrichsville | OH | 01/2009 | 08/2024 |
| Osaic Wealth, Inc. | Youngstown | OH | 09/2023 | 08/2024 |
| Lpl Financial Llc | Youngstown | OH | 08/2024 | Present |
1) 06/2024 - Todd M Bury Inc / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Youngstown OH / Start date 08/27/2024 - 15 Hrs per month - 20% Time Spent 2) 06/2024 - Bury Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-20 |
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