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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-01 |
Branch Locations
3333 Richmond Rd Ste 345, Cleveland, OH 44122 • United States
Hudson, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Akron | OH | 12/2011 | 10/2016 |
| Bank Of America, N.A. | Akron | OH | 01/2012 | 10/2016 |
| Morgan Stanley | Akron | OH | 10/2016 | 07/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2016 | 07/2020 |
| Boenning & Scattergood, Inc. | Beachwood | OH | 07/2020 | 02/2023 |
| Lpl Financial, Llc | Cleveland | OH | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-07 |
| S65 | Uniform Investment Adviser Law Examination | 2005-05-04 |
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