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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-10 |
| MI | RA | APPROVED | 2025-03-06 |
Branch Locations
5746 Park Center Court, Toledo, OH 43615 • United States
Ida, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2012 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 03/2025 |
| Lpl Financial Llc | Toledo | OH | 03/2025 | Present |
1 - 02/2025 - Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 6.5 Hours During Trading - At reported business location(s). 2 - 02/2025 - Granite Capital, LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 1.6 Hours/Month - OH 43615 - OBA Start Date: 03/01/2005. 3 - 02/2025 - Beacon Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 140 Hours During Trading - At reported business location(s). 4 - 02/2025 - PC Court III - Real Estate Rental - Inv Related - 1.6 Hours/Month - OH 43615 - OBA Start Date: 03/01/2005.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-06-04 |
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