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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
Branch Locations
1636 W Park Square, Xenia, OH 45385 • United States
1506 N. Fairfield Road, Beavercreek, OH 45432 • United States
1810 Woodman Center Drive, Kettering, OH 45420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 05/2022 | 05/2025 |
| Wright-Patt Credit Union | Beavercreek | OH | 05/2022 | Present |
| Wright-Patt Credit Union | Beavercreek | OH | 10/2019 | 05/2022 |
| Fifth Third Bank | Dayton | OH | 11/2018 | 08/2019 |
| State Farm Insurance | Dayton | OH | 04/2018 | 11/2018 |
| Unemployed | Dayton | OH | 08/2019 | 10/2019 |
| Unemployed | Dayton | OH | 02/2018 | 06/2018 |
| Omnicomp Llc | Dayton | OH | 10/2016 | 02/2018 |
| Directv Igow | Dayton | OH | 01/2015 | 10/2016 |
| Lpl Financial Llc | Xenia | OH | 05/2025 | Present |
1) 04/2025 - WPCU Retirement Solutions / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-19 |
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