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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-02 |
Branch Locations
3887 Starrs Centre Dr Ste 2, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Youngstown | OH | 10/2013 | 03/2018 |
| Berthel Fisher & Company Financial Services, Inc. | Boardman | OH | 03/2018 | 10/2018 |
| Bfc Planning, Inc. | Boardman | OH | 03/2018 | 10/2018 |
| Alphastar Capital Management | Cornelius | NC | 11/2018 | 03/2019 |
| Wells Fargo Clearing Services Llc | Canfield | OH | 04/2019 | 11/2020 |
| Stifel Nicolaus & Co Inc | Howland | OH | 11/2020 | 05/2021 |
| Ameriprise Financial Services, Llc | Cortland | OH | 06/2021 | 09/2022 |
| Morgan Stanley | Youngstown | OH | 10/2022 | 08/2024 |
| Lpl Financial | North Jackson | OH | 10/2024 | Present |
| Gyg Financial | Canfield | OH | 10/2024 | Present |
1. 10/02/2024 - Odd Hour Notary- Notary- Non Inv Rel- OH 44451- 20 Hours Per Month- Start Date 09/17/2024 2. 10/02/2024 - GYG Financial- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 09/17/2024 3. 11/05/2025 - Evergreen 2214, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-31 |
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