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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burns Financial Solutions, Llc | Arcadia | OH | 01/2004 | Present |
| Legend Equities Corporation | Palm Beach Gardens | FL | 08/2009 | 01/2017 |
| Lincoln Investment | Arcadia | OH | 01/2017 | 01/2026 |
| Capital Analysts | Arcadia | OH | 07/2024 | 01/2026 |
| Lpl Financial, Llc | Arcadia | OH | 01/2026 | Present |
1. 12/2025 - Burns Financial Solutions, LLC - Tax Prep/Accounting/CPA/Insurance - Inv Related - 04 Hour(s)/Month - 04 Hour(s) During Fostoria, OH, 44804 - OBA Start Date: 01/01/2015 2.12/2025 - Burns Financial Solutions, LLC - DBA for LPL Business (entity for LPL business) - INV Related - 38 Hour(s)/Month - 38 Hour(s) During Trading - At Reported business location(s)- OBA Start Date: 1/6/2026 3.12/2025 - None - Real Estate Rental - INV Related - 01 Hour(s)/Month - 01 Hour(s) During Trading - Port Clinton, OH, 43452 - OBA Start Date: 01/10/2023 4. 12/2025 - J & M Burns Ltd - Real Estate Rental - INV Related - 04 Hour(s)/Month - 01 Hour(s) During Trading - Fostoria, OH, 44830 - OBA Start Date: 01/01/2015 5.12/2025 - R Other Properties LTD - Real Estate Rental - INV Related - 01 Hour(s)/Month - 00 Hour(s) During Trading - Fostoria, OH, 44830 - OBA Start Date: 02/28/2005 6. 12/2025 - Hossler-Corbin Insurance - Property and Casualty - INV Related - 20 Hour(s)/Month - 20 Hour(s) During Trading - ARCADIA, OH, 44804 - OBA Start Date: 01/01/2010 7. 01/30/2026 - Burns Financial Solutions, LLC - Non-Variable Insurance - Advisor - Not Investment Related - At Reported Business Location(s) - Start Date 01/06/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-01-08 |
| S65 | Uniform Investment Adviser Law Examination | 2007-10-25 |
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