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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Huber Heights | OH | 07/2017 | 07/2022 |
| J.P. Morgan Securities Llc | Huber Heights | OH | 12/2019 | 07/2022 |
| Anytime Fitness | Wilmington | OH | 02/2017 | 07/2017 |
| Planet Fitness | Dayton | OH | 10/2016 | 01/2017 |
| Jpmorgan Chase Bank, N.A. | Dayton | OH | 09/2008 | 09/2016 |
| J.P. Morgan Securities Llc | Dayton | OH | 10/2012 | 10/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2022 | Present |
| Wright-Patt Credit Union | Beavercreek | OH | 07/2022 | Present |
| Lpl Financial Llc | Beavercreek | OH | 05/2025 | Present |
1. NAME OF THE OTHER BUSINESS:Generations Fence & DeckNature of Business : INVESTMENT- RELATED:No Financial Institution ADDRESS OF THE OTHER BUSINESS:Englewood, OH 45322Insurance YOUR POSITION OR TITLE:Sole MemberInvestment related NATURE OF THE OTHER BUSINESS:Private BusinessPrivate Business START DATE:10/1/2019Trust APPROXIMATE NUMBER OF HOURS/MONTH:1Volunteer APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 Other BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Book keeping COMPENSATION :Yes 2. NAME OF THE OTHER BUSINESS:NotaryNature of Business : INVESTMENT- RELATED:No Financial Institution ADDRESS OF THE OTHER BUSINESS:Englewood, OH 45322Insurance YOUR POSITION OR TITLE:NotaryInvestment related NATURE OF THE OTHER BUSINESS:OtherPrivate Business START DATE:10/20/2020Trust APPROXIMATE NUMBER OF HOURS/MONTH:1Volunteer APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:2 Other BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Notary COMPENSATION :No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-11 |
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