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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meeder Investment Management, Inc. | Dublin | OH | 07/2015 | 02/2017 |
| Alpha Financial Planning, Inc. | Dublin | OH | 03/2017 | 02/2018 |
| Beacon Hill Investment Advisory | Columbus | OH | 02/2018 | 07/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2018 | Present |
| Cuna Mutual Group | Waverly | IA | 11/2018 | Present |
| Wedgewood Country Club | Dublin | OH | 07/2018 | 12/2020 |
| Lpl Financial Llc | Columbus | OH | 05/2022 | Present |
1)05/18/2022 Pathways Retirement & Investment Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-06 |
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