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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-09-21
  • OH RA
    APPROVED
    Since 2021-09-21

Branch Locations

110 Lovers Ln, Steubenville, OH 43953 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Village Sleep Cnt Steubenville OH 12/2007 Present
C. William Industries Steubenville OH 04/2012 Present
Choice Services Inc Steubenville OH 01/2014 Present
Gaslite Inc Wintersville OH 11/2013 Present
Woodbury Financial Services, Inc. Stenbenville OH 04/2014 09/2021
Lpl Financial, Llc Steubenville OH 09/2021 Present
Petrell Enterprises Steubenville OH 04/2012 Present
Abcp Properties, Llc Mingo Junction OH 02/2020 Present
  • 12/2007 → Present
    Village Sleep Cnt
    Steubenville, OH
  • 04/2012 → Present
    C. William Industries
    Steubenville, OH
  • 01/2014 → Present
    Choice Services Inc
    Steubenville, OH
  • 11/2013 → Present
    Gaslite Inc
    Wintersville, OH
  • 04/2014 → 09/2021
    Woodbury Financial Services, Inc.
    Stenbenville, OH
  • 09/2021 → Present
    Steubenville, OH
  • 04/2012 → Present
    Petrell Enterprises
    Steubenville, OH
  • 02/2020 → Present
    Abcp Properties, Llc
    Mingo Junction, OH
Previous Registrations
  • 2014-04-02 → 2021-09-27
    Woodbury Financial Services, Inc.
    Steubenville, OH
    Raleigh, NC
    Steubenville, OH
  • 2013-05-08 → 2013-10-14
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 2011-12-20 → 2013-05-10
    Walnut Street Securities, Inc.
    Stubenville, OH
Other Businesses

1) 7/19 - Real Estate Rental - C William Rentals - Inv Related - 200 Braybarton Blvd Steubenville OH, 43952 2) 1/14 - Real Estate Rental - CHOICE SERVICES INC - Inv Related - 2723 Sunset Blvd Apt 1-3 Steubenville OH 43952; 2725 Sunset Blvd Steubenville, OH 43952 3) 3/12 - Real Estate Rental - C William Industries - Inv Related - 488 Dresden Ave Steubenville, OH 43952; 113 Spring Ave Mingo Jct, OH 43938; 115 S Charlotte Ave Mingo Jct, OH 43938; 101 Edwards Street Mingo Jct, OH 43938; 103 Shamrock Mingo Jct, OH 43938; 2918 Linda Way Steubenville, OH 43952; 1646, 1648 Ridge Ave Steubenville, OH 43952; 3826 Stratford Blvd Steubenville; OH 43952; 117 Princeton Ave Steubenville, OH 43952; 104 Harvard Ave Steubenville, OH 43952; 1405 Belleview Blvd Steubenville, OH 43952; 1249 Oak Grove Apt 1-2 Steubenville, OH 43952; 902 Pittsburgh Steubenville, OH 43952; 1221 Oakgrove Steubenville, OH 43952; 1912 Oregon Apt 1-4 Steubenville, OH 43952; 203 Bantam Ridge House Units 1-3 Wintersville, OH 43953; 28 Pioneer Apt 1-6 Wintersville, OH 43953; 137 McDowell Steubenville, OH 43952; 55 Malone Apt 1-4 Wintersville, OH 43953; 493 Dresden Ave Apt 1-3 Steubenville, OH 43952; 911-911 1/2 Main Street Toronto, OH 43964; 1413 Wellesley Ave Apt 1-4 Steubenville, OH 43952; 507 Cedar Ave Steubenville, OH 43952; Lawson Ave 545 Apt A-B Steubenville, OH 43952; 427 McKee Steubenville, OH 43952; 225 Murphy Ave Steubenville, OH 43952; 1224 Oakgrove Steubenville, OH 43952; 1225 1302 1336 1404 1405 1423 1524 Oregon Steubenville, OH 43952; 1529 1600 Plum Steubenville, OH 43952; 1420 1641 Ridge Steubenville, OH 43952; 1211 State Street Steubenville, OH 43952; 0 Petrik Ave Mingo Jct, OH 43938 4) 2/01 - Real Estate Rental - C William Center, LLC - Inv Related - Parcel # 08-01489-001, 24-02283-001 5) 10/19 - Real Estate Rental - C William Development, LLC - Inv Related - 235 Liming Dr Cadiz, OH 43907; 2690 TR 220 Bloomingdale, OH 43910 6) 8/19 - Real Estate Rental - C William George Street, LLC - Inv Related - 100 Woodland Dr Apt 1-10 Mingo Jct, OH 43938; 109-115 117-123 125-131 George Street Mingo Jct, OH 43938 7) 4/12 - Real Estate Rental - C William Pottery, LLC - Inv Related - Briarwood Apartments, 83 Woodmont Rd Apt 1-10 Steubenville OH 43952 8) 4/12 - Real Estate Rental - Petrell Enterprises - Inv Related - 200 Braybarton Blvd Steubenville, OH 43952 9) 2/20 - Real Estate Rental - ABCP Properties, LLC - Inv Related - 268 McLister Ave Mingo Jtn, Ohio 43938 10) 4/21 - Business Owner - N/A - Not Inv Related - Steubenville, OH 43952 11) 10/17 - Real Estate Rental - Real Estate Holdings - Inv Related - Par # 09-037775-000 12) 2/07 - Outside/W-2 Employment - Retail Mattress store - Not Inv Related - Stuiville, OH 13) 3/22 - DBA for LPL Business (entity for LPL business) - PETRELLA WEALTH MANAGEMENT - Inv Related - Steubeville, OH 43953 - Start Date 05/01/2013 - 140 Hours Per Month/140 Hours During Securities Trading. 14) 03/30/2022 - Petrella Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - President or Agent - Start Date - 05/15/2013 - 20 Hours Per Month/ 20 Hours During Securities Trading. 15) 08/11/2022- C William Property Management, LLC- Investment Related- Steubenville OH 43953- Real Estate Rental- Start Date- 04/12/2021- 15 Hours Per Month/ 5 Hours During Securities Trading 16) 3/8/2023 - Anita Petrella Irrevocable Income Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Start Date - 12/30/2022 - 2 Hours Per Month/1 Hours During Securities Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-04-11
  • S63 Uniform Securities Agent State Law Examination
    2009-04-11
Other Names
  • Craig W Petrella
  • Billy Petrella

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