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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-15 |
Branch Locations
1991 Crocker Road, Suite 100, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2021 | 10/2024 |
| Lorain County Jobs & Family Services | Elyria | OH | 06/2018 | 06/2021 |
| Homegoods | Avon | OH | 04/2017 | 05/2018 |
| Unemployed | Sheffield Village | OH | 06/2021 | 11/2021 |
| Amerigas | Westlake | OH | 01/2018 | 03/2018 |
| Unemployed | Sheffield Village | OH | 02/2016 | 04/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2023 | 10/2024 |
| Lpl Financial Llc | Westlake | OH | 10/2024 | Present |
1. 10/03/2024- Balanced Asset Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 11/17/2024 2. 10/03/2024- Emila Ashdown- Notary- Inv Rel- OH 44145- Start Date 10/30/2001
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
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