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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-02 |
| OH | RA | APPROVED | 2022-08-29 |
Branch Locations
36311 Detroit Road, Suite 204, Avon, OH 44011 • 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 |
|---|---|---|---|---|
| Firstmerit Bank | Elyria | OH | 12/2003 | 02/2017 |
| Lpl Financial Llc | Elyria | OH | 09/2013 | 02/2017 |
| The Huntington Investment Company | Elyria | OH | 02/2017 | 05/2017 |
| Lincoln Investment Planning Llc | Fort Washington | PA | 05/2017 | 08/2022 |
| Legend Advisory Llc | Palm Beach Gardens | FL | 05/2017 | 09/2019 |
| Lpl Financial Llc | Avon | OH | 08/2022 | Present |
1) 08/11/2022 - G & C Financial Solutions - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-22 |
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