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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
2 Summit Park Dr Suite 215, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2014 | 11/2020 |
| Bank Of America, N.A. | Charlotte | NC | 02/2015 | 11/2020 |
| U.S. Bancorp Investments, Inc. | Strongsville | OH | 11/2020 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Strongsville | OH | 02/2026 | 08/2026 |
| Lpl Enterprise Llc | Independence | OH | 08/2026 | Present |
1. 08/05/2026 - Artisan Wealth Management - DBA for LPL Business (entity for LPL business) - Independence, OH - INV REL - Start Date: 08/10/2026 - 40 Hrs/Mth - 06 Hrs During Trading 2. 08/05/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Lorain, OH - INV REL - Start Date: 06/15/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 08/05/2026 - Zachary Karason N/A Variable Insurance - Non-Variable Insurance/Insurance Agency - Lorain, OH - INV REL - Start Date: 06/15/2026 - 160 Hrs/Mth - 160 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-13 |
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