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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ami Insurance Agency Inc | Warren | OH | 05/1991 | Present |
| Ami Benefit Plan Administrators, Inc. | Cortland | OH | 09/2000 | Present |
| Ami Investment Advisory Services Inc | Warren | OH | 01/1997 | Present |
| Mid Atlantic Capital Corporation | Cortland | OH | 06/2010 | 08/2026 |
| Mid Atlantic Financial Management, Inc | Cortland | OH | 06/2010 | 08/2026 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | 08/2026 |
| Lpl Financial Llc | Youngstown | OH | 08/2026 | Present |
1. 07/2026 – AMI BENEFIT PLAN ADMINISTRATORS, INC. – Third Party Administrator (TPA) –Not Inv Related – 120 Hour(s)/Month – 70 Hour(s) During Trading – Youngstown OH 44505 – OBA Start Date: 09/19/1994 2. 07/2026 – Timothy Halchuck Independent Insurance Agent – Non-Variable Insurance– Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Youngstown OH 44505 – OBA Start Date: 10/01/1991 3. 07/2026 – AMI Investment Advisory Services, Inc. – DBA for LPL Business (entity for LPL business) – Inv Related – 60 Hour(s)/Month – 60 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 08/5/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-05 |
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