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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-07 |
Branch Locations
3887 Starrs Centre Dr Ste 2, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-23 |
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