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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 | 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-13 |
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