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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-26 |
| TX | RA | APPROVED_RES | 2024-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 05/2015 | Present |
| The O.N. Equity Sales Company | Cincinnati | OH | 07/2015 | 06/2024 |
| Lpl Financial Llc | Pittsburgh | PA | 06/2024 | Present |
1) 06/03/2024 - William M. Mercer and Associates, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 06/03/2024 - Mitchell Mercer NVI - Non-Variable Insurance - Selling Life - pa 15237 - Investment related - 6 Hours per month - Start date: 05/15/2015.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-24 |
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