Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-11-08
  • OH RA
    APPROVED
    Since 2021-11-08

Branch Locations

1024 W High St, Orrville, OH 44667 • United States

202 North Market St, Wooster, OH 44691 • United States

249 High St., Wadsworth, OH 44281 • United States

197 E Thornton St, Akron, OH 44311 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Rittman OH 07/2014 11/2018
The Huntington National Bank Wooster OH 12/2018 10/2021
The Huntington Investment Company Columbus OH 02/2019 11/2021
Lpl Financial Llc Orrville OH 11/2021 Present
Previous Registrations
  • 2019-02-13 → 2021-11-22
    Wooster, OH
  • 2012-10-15 → 2018-11-30
    Wooster, OH
    Rittman, OH
    Doylestown, OH
    Orrville, OH
    North Royalton, OH
    Ashland, OH
    Jeromesville, OH
    Wooster, OH
    Shreve, OH
    Dalton, OH
    Shelby, OH
    Wooster, OH
    Orrville, OH
    Wooster, OH
    Dalton, OH
    Fredericksburg, OH
    Orrville, OH
    Orrville, OH
    Ashland, OH
    Orrville, OH
  • 2007-11-14 → 2012-08-06
    Truist Investment Services, Inc.
    Lakeland, FL
    Winter Haven, FL
    Haines City, FL
  • 2006-08-01 → 2007-05-16
    Tampa, FL
Other Businesses

1)11/2021- Lorson Financial LLC- DBA for LPL Business (entity for LPL business)-inv related- Orrville, OH 2)11/2021- ORRWEST LLC- Real Estate Rental- owner- inv. related- 1024 w high st, orrville, oh 44667- 2hrs/mth 3)12/14/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Start Date: 12/15/2021 - 2 Hours Per Month/1 Hours During Securities Trading. 4)09/08/2022 - Apple Creek Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/24/2022 - 32 Hours Per Month/32 Hours During Securities Trading. 5) 01/07/2025 - CML Holdings LLC - Investment Related - Real Estate Rental - Wadsworth, OH - Start Date:12/30/2024 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-28
  • S66 Uniform Combined State Law Examination
    2006-07-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Orrville, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor