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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-28 |
Branch Locations
7620 Market Street Suite 5, Youngstown, OH 44512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Boardman | OH | 12/2021 | 08/2024 |
| Voya Financial | Columbiana | OH | 10/2021 | 12/2021 |
| General Electric Health Care | Youngstown | OH | 11/2018 | 10/2021 |
| Depuy Synthes Joint Reconstruction | Youngstown | OH | 05/2014 | 11/2018 |
| Sagepoint Financial, Inc. | Boardman | OH | 02/2022 | 08/2024 |
| Osaic Wealth, Inc. | Youngstown | OH | 09/2023 | 08/2024 |
| Lpl Financial Llc | Youngstown | OH | 08/2024 | Present |
1- 07/2024 / Bury Financial Group / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 1920 HRS DURING TRADING / START 12/01/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-22 |
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