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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-13 |
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