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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-23 |
Branch Locations
49 E College Ave Ste 200, Springfield, OH 45504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Krizner Financial Planning | Springfield | OH | 11/2009 | 05/2018 |
| Cadaret, Grant & Co., Inc. | Springfield | OH | 12/2009 | 03/2022 |
| Lpl Financial, Llc | Springfield | OH | 04/2022 | Present |
1. 2019 - ALDER SPRINGS LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 1822 ALDER SPRINGS RD, LA FOLLETTE, TN 2. 2018 - ABAK HOLDINGS LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 34 E COLLEGE AVE, SPRINGFIELD, OH 3. 2017 - KB&P FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ SPRINGFIELD, OH 4. 2017 - CHAMPION PROPERTY SERVICES, LLC,/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 8202 PHILADELPHIA DR, FAIRBORN, OH 5. 2019 - KBP HOLDINGS LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ SPRINGFIELD, OH 6. 2019 - EAST COLLEGE PROFESSIONALS LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ SPRINGFIELD, OH 7. 2009 - KB&P FINANCIAL PARTNERS/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ SPRINGFIELD, OH 8. 05/09/2022 - ADB FINANCIAL PLANNING & CONSULTING LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date - 2014 - 10 Hours Per Month 9. 05/18/2023 - SNA Ventures LLC - Not Investment Related - Springfield, OH - Business Entity For Tax/Investment Purposes Only - Start Date 09/01/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading 10. 05/18/2023 - Bridge View LLC - Investment Related - Lafollette, TN - Real Estate Rental - Owner - Start Date 04/18/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading 11. 09/12/2024 - East College Professionals LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 02/13/2019 - 0 Hours Per Month/ During Trading 12. 11/05/2025 - OHTN Developers, LLC - Real Estate Rental - Investment Related - Jacksboro, TN - Start Date 05/05/2025 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-13 |
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