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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
28906 Lorain Rd Ste 202, North Olmsted, OH 44070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darrenmorgan Asset Management | North Olmsted | OH | 08/2007 | Present |
| Cadaret, Grant & Co., Inc. | North Olmsted | OH | 08/2007 | 07/2025 |
| Lpl Financial Llc | North Olmsted | OH | 07/2025 | Present |
1- 07/2025 - darrenMORGAN Asset Management - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 05/13/2025 - 10 hours per month/ during trading 2- 07/2025 - Three Oaks Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/13/2018 - 150 hours per month/ during trading 3- 07/2025 - darrenMORGAN Asset Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/12/2007 - 150 hours per month/ during trading 4- 07/2025 - The Backyard Stage - Other - Owner - Investment Related - Home Based - Start Date 08/01/2018 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-11 |
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