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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2000-12-12 |
Branch Locations
8565 S Mason Montgomery Rd #31, Mason, OH 45040 • United States
Loveland, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Mason | OH | 11/2000 | Present |
(1) 09/04/2013 - HANG WEALTH MANAGEMENT LLC - REAL ESTATE RENTAL - 1 - NO TIME SPENT - MASON, OH (2) 06/02/2014 - NON-VARIABLE INSURANCE - AGENT WITH VARIOUS INSURANCE COMPANIES. I WORK THROUGH A GENERAL AGENCY - MASON, OH (3) 07/12/2024 - Shared Vision Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 200 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-13 |
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