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Eric Lee Joseph Powell

LPl Financial LLC

Springfield, OH

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-04-23
  • OH RA
    APPROVED
    Since 2022-04-23

Branch Locations

49 E College Ave Ste 200, Springfield, OH 45504 • 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
Baker Krizner Financial Planning Springfield OH 08/2010 05/2018
Cadaret, Grant & Co., Inc. Springfield OH 08/2010 04/2022
Kb&P Financial Partners Springfield OH 05/2018 Present
Lpl Financial Llc Springfield OH 04/2022 Present
  • 08/2010 → 05/2018
    Baker Krizner Financial Planning
    Springfield, OH
  • 08/2010 → 04/2022
    Cadaret, Grant & Co., Inc.
    Springfield, OH
  • 05/2018 → Present
    Kb&P Financial Partners
    Springfield, OH
  • 04/2022 → Present
    Springfield, OH
Previous Registrations
  • 2011-08-29 → 2022-05-10
    Cadaret, Grant & Co., Inc.
    Springfield, OH
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
Other Businesses

1) 04/18/2022- Non-Variable Insurance- Agent selling term, health, disability and LTC- inv. related- Springfield, OH - start date 2010- 5hrs/mth 2) 04/18/2022 - KB&P Financial Partners- DBA for LPL Business (entity for LPL business)- inv. related- Springfield, OH 3) 04/18/2022 - KBP Holdings LLC- Business Entity For Tax/Investment Purposes Only- part owner- non-inv. related- Springfield, OH - start date 2019- 1hr/mth 4) 04/18/2022- Alder Springs LLC- Real Estate Rental- part owner- inv. related- La Follette, TN- start date 2019- 1hr/mth 5) 04/18/2022 - R&E Property Management- Real Estate Rental- owner- inv. related- Springfield, OH - start date 2018- 10hrs/mth 6) 04/18/2022 - Powell & Zeller LLC - Real Estate Rental- owner- inv. related- Springfield, OH - start date 2019- 10hrs/mth 7) 04/18/2022 - ELJP FINANCIAL PLANNING LLC- Business Entity For Tax/Investment Purposes Only- owner- non-inv. related- Springfield, OH- start dat 2011- 1hrs/mth 8) 04/18/2022 - OH 2 TN LLC -Real Estate Rental- owner- inv. related- Springfield, OH - start date 2012- 1hrs/mth 9) 04/18/2022 - Ole Brick Tavern LLC- Business Owner- inv. related- 3475 Mechanicsburg Springfield OH- start date 2022- 1hr/mth 10) 04/18/2022 - Real Estate Rental- owner- inv. related- Lafollette, TN- start date 2022- 1hr/mth 11) 05/19/2023 - 3475 Mechanicsburg LLC - Investment Related - Springfield, OH - Real Estate Rental - Start Date 04/18/2022 - 0 Hours Spent Per Month 12) 05/19/2023 - East College Professionals LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 04/18/2022 - 0 Hours Per Month 13) 06/28/2023 - ET Springfield Property LLC - Investment Related - Springfield, OH - Real Estate Rental - Owner - Start Date 04/18/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading 14) 10/04/2024 - PM Property Holdings DBA A 2 RV Storage - Real Estate Rental - Investment Related - OH - Start Date 05/01/2024 - 5 Hours Per Month/ 0 Hours During Trading 15) 12/19/2024- OH 2 TN LLC- Business Entity For Tax/Investment Purposes Only- INV Related- Home based- Start date 10/24/2024- 2 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-13
  • S66 Uniform Combined State Law Examination
    2012-02-13
Designations
Other Names
  • Eric Powell

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