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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-02 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
6851 N. High St., Worthington, OH 43085 • United States
2295 E. Livingston Ave., Columbus, OH 43209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide | Columbus | OH | 08/2010 | 03/2020 |
| Nationwide Investment Services Corporation | Columbus | OH | 07/2014 | 03/2020 |
| Lincoln Financial Advisors Corporation | Columbus | OH | 03/2020 | 08/2021 |
| Lpl Financial Llc | Columbus | OH | 08/2021 | 02/2022 |
| J.P. Morgan Securities Llc | Westerville | OH | 04/2022 | 06/2025 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 04/2022 | 06/2025 |
| Bluestone Wealth Partners | Columbus | OH | 03/2020 | 02/2022 |
| Nationwide Mutual Insurance Co | Columbus | OH | 08/2010 | 03/2020 |
| Unemployed | Gahanna | OH | 03/2022 | 03/2022 |
| Telhio Credit Union | Columbus | OH | 06/2025 | Present |
| Lpl Financial Llc | Columbus | OH | 06/2025 | Present |
1) 6/2/2025- Telhio Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-28 |
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