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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-27 |
Branch Locations
West Chester, OH • United States
Cincinnati, OH • United States
3805 Edwards Rd Ste 550, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Choice Financial Services | Greensboro | GA | 10/2011 | 06/2019 |
| Ccf Investments | Greensboro | GA | 01/2012 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 06/2019 |
| Osborne & Associates Financial Group, Llc. | Cincinnati | OH | 08/2016 | Present |
| Lpl Financial Llc | Cincinnati | OH | 06/2019 | Present |
1) 06/25/2019 - Osborne & Associates Financial Group, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2016 2) 4/15/2020 - Retirement Plan Partners, LLP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/12/2020 - 20 Hours Per Month During Securities Trading. 3) 04/17/2023 - Pope Financial Planning, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/12/2023 - 10 Hours Per Month/5 Hours During Securities Trading 4) 04/24/2024 - Osborne Homestead Services, LLC - Other - Small Farm Business - Owner - Not Investment Related - Start Date 03/01/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-18 |
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