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Molly Anne Montgomery

LPl Financial LLC

Ottawa, OH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-07-14
  • OH RA
    APPROVED
    Since 2023-07-14

Branch Locations

1381 N. Perry Street, Ottawa, OH 45875-1124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Superior Credit Union Ottawa OH 08/2022 Present
University Of Findlay Findlay OH 08/2021 08/2022
Board & Brush Creative Studio Bluffton OH 08/2019 Present
Marriott City Center Salt Lake City UT 08/2013 08/2019
University Of Utah School Of Dentistry Salt Lake City UT 08/2017 08/2019
Holiday Inn Express Findlay OH 04/2021 08/2021
Knight + Knight Dental Healthcare Park City UT 08/2015 08/2017
Lpl Financial Llc Ottawa OH 04/2023 Present
  • 08/2022 → Present
    Superior Credit Union
    Ottawa, OH
  • 08/2021 → 08/2022
    University Of Findlay
    Findlay, OH
  • 08/2019 → Present
    Board & Brush Creative Studio
    Bluffton, OH
  • 08/2013 → 08/2019
    Marriott City Center
    Salt Lake City, UT
  • 08/2017 → 08/2019
    University Of Utah School Of Dentistry
    Salt Lake City, UT
  • 04/2021 → 08/2021
    Holiday Inn Express
    Findlay, OH
  • 08/2015 → 08/2017
    Knight + Knight Dental Healthcare
    Park City, UT
  • 04/2023 → Present
    Ottawa, OH
Other Businesses

1) 04/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Superior Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 04/2023 - Board & Brush Creative Studio - Woodworking Instructor - Non-Inv Rel - Bluffton, Oh - Start: 06/2019 - 30 Hr/Mth 3) 06/11/2026 - Members Trust Company - Headquarters - Financial Institution Duty - Investment Related - At Reported Business Location(s) - Start Date 06/01/2026 - 40 hours per month/ 0 hours during trading 4) 06/11/2026 - Molly Anne Montgomery - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 01/13/2026 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-13
  • S66 Uniform Combined State Law Examination
    2023-07-13

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