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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-28 |
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