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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-07
  • OH RA
    APPROVED
    Since 2026-07-07

Branch Locations

3887 Starrs Centre Dr Ste 2, Canfield, OH 44406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Cortland OH 08/2015 12/2020
Ameriprise Financial Services, Llc Canfield OH 01/2021 07/2026
Lpl Financial Llc Canfield OH 07/2026 Present
Previous Registrations
Other Businesses

1. 07/2026 - Life management Consultants,LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 120 Hrs/Mth - 120 Hrs During Trading - Youngstown, OH 44515 - OBA Start Date: 03/20/2020 2. 07/2026 - GYG Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 40 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/06/2026 3. 07/2026 - Renee Hefner condo - Real Estate Rental - Investment Related - 00 Hrs/Mth - 00 Hrs During Trading - Estero, FL 33928 - OBA Start Date: 04/20/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-23
  • S66 Uniform Combined State Law Examination
    2012-02-23
Other Names
  • Renee M Vivo
  • Renee M Horvath
  • Renee M Hefner
  • Renee Marie Hefner
  • Renee Hefner

View on SEC IAPD

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