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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-08 |
Branch Locations
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 |
|---|---|---|---|---|
| National Heating And Air | Blue Ash | OH | 05/2021 | 07/2021 |
| School | Fort Recovery | OH | 12/2012 | 05/2018 |
| College | Cincinnati | OH | 08/2018 | 06/2022 |
| Independent Capital Management | Coldwater | OH | 09/2022 | Present |
| Osaic Wealth, Inc. | Coldwater | OH | 11/2023 | 07/2024 |
| Lpl Financial Llc | Coldwater | OH | 07/2024 | Present |
1) 06/17/2024 - Independent Capital Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-10 |
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