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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-08-09 |
Branch Locations
100 E. Water St., Sandusky, OH 44870 • United States
102 S Kibler St, New Washington, OH 44854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Norwalk | OH | 11/2009 | 05/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2017 | 09/2017 |
| Pnc Investments | Pittsburgh | PA | 10/2017 | 07/2019 |
| Lpl Financial Llc | Sandusky | OH | 08/2019 | Present |
| Civista Bank | Sandusky | OH | 08/2019 | Present |
1. 09/23/2019 - Civista Investments - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:07/22/2019 - 160 hrs/mo - 160 hrs during trading. 2. 11/18/2024 - Civista Bank/Civista Wealth Managment - Financial Institution Duty - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2020 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-09 |
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