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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-12-19 |
Branch Locations
1520 Royal Palm Square Blvd Ste 220, Fort Myers, FL 33919 • United States
291 N Cleveland Massillon Rd Ste 100, Akron, OH 44333 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Akron | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Akron | OH | 11/2016 | 12/2019 |
| Lpl Financial, Llc | Akron | OH | 12/2019 | Present |
1. 12/13/2019 - STRATOS WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ AKRON, OH 2. 12/31/2020 - Marchand Wealth Management Team - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/16/2020 - 40 Hours Per Month/40 Hours During Securities Trading. 3. 10/17/2022 - Marchand Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/30/2022 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-01 |
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