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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
300 W. Wilson Bridge Road Suite 300, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Worthington | OH | 05/2014 | 12/2017 |
| Opoc.US | Worthington | OH | 05/2014 | Present |
| Securities America, Inc. | Worthington | OH | 12/2017 | 11/2023 |
| Securities America Advisors | Worthington | OH | 12/2017 | 11/2023 |
| Cadaret, Grant & Co., Inc. | Worthington | OH | 11/2023 | 07/2025 |
| Lpl Financial Llc | Worthington | OH | 07/2025 | Present |
1- 07/2025 - OPOC.us Retirement Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/05/2014 - 160 hours per month/ during trading 2- 07/2025 - OPOC.us - Non-Variable Insurance - Advisor - Investment Related - At Reported Business Location(s) - Start Date 05/14/2014 - 160 hours per month/ during trading 3- 09/16/2025 - Highland Capital Brokerage - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/05/2024 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-27 |
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