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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-01-25 |
Branch Locations
115 N Market St, Waverly, OH 45690-1363 • United States
310 Caldwell St, Chillicothe, OH 45601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Chillicothe | OH | 06/2011 | 12/2017 |
| W&S Brokerage Services | Cincinnati | OH | 03/2017 | 12/2017 |
| Lpl Financial Llc | Waverly | OH | 01/2018 | Present |
1) 01/02/2018 - Oakbridge Financial Partners, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 12/2017 - 150 hr mth 2) 01/02/2018 - Oak Bridge Financial Partners, LLC - Non-Variable Insurance, Life, Health, & Disability - inv rel - at reported business location(s) - start 12/2017 - 3 hr/mth 3) 01/02/2018 - Farm Land Rental Property - Owner - non-inv rel - Waverly, OH - start: 05/2017 4) 01/02/2018 - EA "Eddie Robbins" Memorial Scholarship Fund Board Member - Piketon, OH, non-inv rel - start: 06/2014 - 1 hr/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-20 |
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