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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-10-23 |
Branch Locations
1381 N. Perry Street, Ottawa, OH 45875-1124 • United States
1205 East Kibby St, Lima, OH 45804 • United States
Superior Federal Credit Union 3345 N West St, Lima, OH 45801 • United States
Superior Federal Credit Union 1107 Elide Ave, Delphos, OH 45833 • United States
Superior Federal Credit Union 1571 Allentown Rd, Lima, OH 45805 • United States
39 Oak Street, Amelia, OH 45102 • United States
1650 N Countryline Ave, Fostoria, OH 44830 • United States
623 West Main St, Mt Orab, OH 45154 • United States
462 Fortman Dr., St. Marys, OH 45885 • United States
202 Willipie St, Wapakoneta, OH 45895 • United States
6600 W Sylvania Ave, Sylvania, OH 43551 • United States
1209 E Columbus Street, Kenton, OH 43326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Ottawa | OH | 10/2007 | Present |
| Superior Federal Credit Union | Ottawa | OH | 10/2007 | Present |
(1) 10/22/2007 - NO BUSINESS NAME - Financial Institution Duty - INV REL - AT REPORTED BUSINESS LOCATION - Relationship Mgr. Trust Officer. Responsibilities - Build new and continue existing relationships with trust clients. Analyze and manage personal trust portfolios by utilizing services of Members Trust company. (Superior Credit Union) - 20% TIME SPENT. (2) 10/24/2007 - SUPERIOR FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION -ACTIVITY: SUPERIOR FINANCIAL SERVICES. (3) 12/6/2018 - Superior CU - DBA: Superior Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/04/2018 - 10 Hours Per Month/0 Hours During Securities Trading. (4) 3/27/2023 - No Business Name - Investment Related - Other - notary - notary public in state of Ohio - Start Date - 01/03/2022 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-01 |
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