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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-12 |
Branch Locations
5746 Park Center Court, Toledo, OH 43615 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5746 Park Center Court, Toledo, OH 43615 • United States
Sylvania, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 03/2025 |
| Lpl Financial Llc | Toledo | OH | 03/2025 | Present |
1- 02/2025 / Momentum Wealth Partners / DBA for LPL Business (entity for LPL business) / Inv Rltd / At Location / 130 hrs mnth / 6.5 hrs during trading / start 3/7/2025 2- 02/2025 / Stephen Kennedy / Non-Variable Insurance / Inv Rltd / 1 hrs mnth / 0.1 hrs during trading / start 02/19/2009 3- 02/2025 / Beacon Financial / DBA for LPL Business (entity for LPL business) / Inv Rltd / At location / 160 hrs mnth / 140 hrs during trading / start 05/04/2008
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-27 |
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