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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-06 |
Branch Locations
100 E. Fremont Street, Arcadia, OH 44804 • United States
100 E. Fremont Street, Arcadia, OH 44804 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2023 | 01/2026 |
| A La Carte Cafe | Port Clinton | OH | 05/2018 | 08/2018 |
| Hopewell-Loudon Local Schools | Bascom | OH | 01/2013 | 05/2018 |
| The Ohio State University | Columbus | OH | 08/2018 | 12/2018 |
| Owens Community College | Perrysburg | OH | 01/2019 | 05/2019 |
| Cleats Bar And Grill | Marblehead | OH | 05/2019 | 08/2019 |
| University Of Toledo | Toledo | OH | 08/2019 | 08/2021 |
| Burns Brewhouse | Port Clinton | OH | 05/2020 | 08/2022 |
| Firelands Regional Hospital | Sandusky | OH | 08/2020 | 01/2021 |
| Executive Core | Marblehead | OH | 08/2021 | 05/2022 |
| Magruder Hospital | Port Clinton | OH | 12/2021 | 01/2023 |
| Jacquelyn Burns | Fostoria | OH | 01/2023 | Present |
| Burns Financial Solutions | Arcadia | OH | 04/2023 | Present |
| Burns Financial Solutions Llc | Arcadia | OH | 12/2021 | 03/2023 |
| Lincoln Investment | Fort Washington | PA | 01/2024 | 01/2026 |
| Capital Analysts, Llc | Arcadia | OH | 09/2024 | 01/2026 |
| Lpl Financial Llc | Arcadia | OH | 01/2026 | Present |
1)11/10/2025 - Burns Financial Solutions LLC - Tax Prep/Accounting/CPA - Tax Preparer - Inv Rel - Arcadia, OH - Start: 01/2021 - 60 Hr/Mth 2)11/10/2025 - Jacquelyn Burns - Non-Variable Insurance - Health and Life Insurance Agent - Inv Rel - Arcadia, OH - Start: 01/2021 - 80 Hr/Mth 3)11/10/2025 - Burns Financial Solutions - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
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