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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Investment Group Llc | Hubbard | OH | 01/2015 | 02/2018 |
| Blackstone Wealth Management, Inc. | Canton | OH | 02/2018 | 09/2019 |
| Ameriprise Financial Services, Llc | Fairlawn | OH | 09/2019 | 01/2022 |
| Lpl Financial Llc | Hudson | OH | 01/2022 | Present |
1)01/14/2022 - Bishop Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2022
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2014-03-25 |
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