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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-28 |
Branch Locations
24600 Center Ridge Road, Suite 110, Westlake, OH 44145 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
24600 Center Ridge Road Suite 110, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T3 Performance | Avon | OH | 08/2012 | 05/2023 |
| Mutual Of Omaha Investor Services | Cleveland | OH | 03/2014 | 02/2019 |
| Voya Financial Advisors | Westlake | OH | 06/2016 | 02/2019 |
| Stifel Independent Advisors, Llc | Westlake | OH | 10/2021 | 01/2022 |
| Massmutual Life Insurance Company | Medina | OH | 12/2022 | 10/2025 |
| Mml Investors Services, Llc | Medina | OH | 01/2022 | 10/2025 |
| Chisholm Agency | Westlake | OH | 05/2016 | 03/2019 |
| Westminster Financial Securities, Inc. | Westlake | OH | 02/2019 | 10/2021 |
| Lpl Financial Llc | Westlake | OH | 10/2025 | Present |
1. 09/2025 - Erie Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/27/2025 2. 08/2025 - J.L. Thomas and Company - Non-Variable Insurance - Investment Related - 4 Hour(s)/Month - 2 Hour(s) During Trading - Cleveland, Ohio 44114 - OBA Start Date: 11/01/2025 3. 08/2025 - Keller National - Non-Variable Insurance - Property & Casualty - Investment Related - 4 Hour(s)/Month - 2 Hour(s) During Trading - Cleveland Heights, OH 44118 - OBA Start Date: 11/01/2025 4. 08/2025 - Keith Wood LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - 110 Westlake, Ohio 44145 - OBA Start Date: 11/01/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-18 |
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