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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Canton | OH | 01/2025 | 07/2025 |
| Jpmorgan Chase Bank, N.A. | Canton | OH | 01/2025 | 07/2025 |
| Northwestern Mutual | Monroeville | PA | 12/2022 | 02/2023 |
| Mlb Draft League | State College | PA | 07/2024 | 09/2024 |
| Student | Canton | OH | 01/2015 | 11/2022 |
| Student | Canton | OH | 03/2023 | 06/2024 |
| Unemployed | Canton | OH | 10/2024 | 12/2024 |
| Key Investment Services, Llc | Brooklyn | OH | 09/2025 | 08/2026 |
| Keybank | Canton | OH | 09/2025 | 08/2026 |
| Unemployed | Canton | OH | 08/2025 | 09/2025 |
| Lpl Financial Llc | Waltham | MA | 08/2026 | Present |
1. 08/2026 – Olive Tree Wealth Management, Inc. – DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported Business Location (s)– OBA Start Date: 8/27/2026 2. 08/2026 – Olive Tree Wealth – DBA for LPL Business (entity for LPL business)– Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 8/27/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-03 |
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