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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-04 |
Branch Locations
901 Adams Crossing, Floor 1, Cincinnati, OH 45202 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
901 Adams Crossing Fl 1, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 07/2013 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Covington | KY | 07/2018 | 10/2018 |
| Mai Capital Management, Llc | Cincinnati | OH | 06/2019 | 06/2020 |
| John D. Dovich & Associates, Llc | Cincinnati | OH | 10/2018 | 06/2019 |
| Horan Securities, Inc. | Cincinnati | OH | 06/2020 | 07/2023 |
| Strategic Advisers Llc | Mason | OH | 07/2015 | 07/2018 |
| Fidelity Brokerage Services Llc | Covington | KY | 02/2014 | 10/2018 |
| Concentric Wealth Management | Cincinnati | OH | 07/2023 | Present |
| Avantax Investment Services Inc. | Cincinnati | OH | 07/2023 | 06/2025 |
| Avantax Insurance Agency, Llc | Cincinnati | OH | 07/2023 | 06/2025 |
| Avantax Advisory Services | Cincinnati | OH | 07/2023 | 06/2025 |
| Lpl Financial, Llc | Cincinnati | OH | 06/2025 | Present |
1. Start Date: 12/01/2023 - Notary - Notary - Investment Related - Clncinnati, OH 45202 - 0.5 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 3 2. Satrt Date: 06/03/2025 - Concentric Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Clncinnati, OH 45202 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 90
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-08 |
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