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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-20 |
| OH | RA | APPROVED | 2024-08-27 |
Branch Locations
7620 Market Street Suite 5, Youngstown, OH 44512 • United States
7620 Market Street, Suite 5, Youngstown, OH 44512 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Trust Company | Youngstown | OH | 06/2015 | 12/2018 |
| Voya Financial Advisors, Inc. | Canfield | OH | 01/2019 | 11/2021 |
| Sagepoint Financial, Inc. | Youngstown | OH | 12/2021 | 09/2023 |
| Osaic Wealth, Inc. | Youngstown | OH | 09/2023 | 08/2024 |
| Lpl Financial Llc | Youngstown | OH | 08/2024 | Present |
1) 07/2024 - LIVING STONE WEALTH MANAGEMENT / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Columbiana, OH / Start date 01/01/2019 - 160 Hrs per month -100% Time Spent 2) 07/2024 - Bury Financial Group / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-13 |
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