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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-07-24 |
| OH | RA | APPROVED | 1999-10-15 |
Branch Locations
28300 Kensington Lane #100, Perrysburg, OH 43551 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Perrysburg | OH | 03/1993 | Present |
1. 8/5/2010: KERSTEN WEALTH MANAGEMENT GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 9/13/2010: No Business Name - Investment Related - 11969 W ST. RT. 105 IN OAK HARBOR, OH - REAL ESTATE RENTAL - TIME SPENT 1% - HOUSES A NURSERY SCHOOL. 3. 11/19/2018 - Dennis S Kersten and Ann E Kersten co-trustees dated 5/1/2007 - Not Investment Related - Amaridan Buckeye Blvd Port Clinton, Ohio 43452 Pars 28300 Kensington Lane Suite 100 Perrysburg, Ohio - The Dennis S Kersten & Ann E. Kersten: Co-Trustee - Act in a Fiduciary Capacity - Start Date:05/01/2007 - 0 Hours Per Month/0 Hours During Trading. 4. 8/13/2019 - Pars Perrysburg Properties - Investment Related - 28300 Kensington Lane, Ste 100 - Real Estate Rental - Started 01/05/1999 - 1 Hour Per Month During Securities Trading - 1 unit, office building. 5. 8/20/2019 - Amaridan Ltd - Investment Related - Clinton, Ohio 43552 - Real Estate Rental - Started 12/31/2013 - 0 Hours Per Month - Own building.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-03-15 |
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