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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-23 |
| OH | RA | APPROVED | 2012-07-10 |
Branch Locations
794 Nw Washington Blvd., Hamilton, OH 45013 • United States
4441 Marie Dr., Middletown, OH 45044 • United States
101 Clarence F. Warner Drive, Monroe, OH 45050 • United States
6225 Cincinnati Brookville Road, Okeana, OH 45053 • United States
30 W. Park Place, Oxford, OH 45056 • United States
525 W Central Ave., Springboro, OH 45066 • United States
9 N. Main Street, Waynesville, OH 45068 • United States
2 N Broadway St, Lebanon, OH 45036 • United States
6581 Harrison Ave., Cincinnati, OH 45247 • United States
794 Nw Washington Blvd, Hamilton, OH 45013 • United States
3855 Lower Maret St Ste 100, Lebanon, OH 45036 • United States
765 Nilles Road, Fairfield, OH 45014 • United States
4310 Glenway Ave., Cincinnati, OH 45205 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 07/2012 | Present |
| Lcnb National Bank | Lebanon | OH | 07/2012 | Present |
1)7/10/12- DBA ONLY / LCNB INVESTMENT SERVICES/ CINCINNATI, OH 2)7/10/12-HOMEOWNERS ASSOCIATION / TRUSTEE /1% / CINCINNATI, OH ST. PETER & ST. PAUL U.C.C INVESTMENT COMMITTEE MEMBER 0 HRS DURING TRADING 0 HOURS MONTHLY 0 COMPENSATION WE MEET QUARTERLY TO LISTEN TO INVESTMENT MANAGER TO HEAR WHAT ACCOUNT ACTIVITY TOOK PLACE AND PORTFOLIO OUTLOOK AND WE ARE ABLE TO ASK QUESTIONS. MANAGEMENT FIRM MAKES DECISIONS AND ANY MAJOR DECISIONS ARE APPROVED BY OUR STEWARDSHIP DEPT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-29 |
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