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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
3230 Central Park West Ste 100, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St Paul | MN | 04/1996 | 03/2023 |
| Minnesota Life | St Paul | MN | 11/1995 | 03/2023 |
| Financial Design Group | Toledo | OH | 11/1995 | Present |
| Self Employed | Toledo | OH | 08/1996 | 03/2023 |
| Lpl Financial Llc | Toledo | OH | 03/2023 | Present |
1) 2/2023- Financial Design Grou, Inc.- DBA for LPL Business (entity for LPL business)- inv. related- Toledo,OH 2) 2/2023- FDG FIXED INSURANCE - Non-Variable Insurance- Agent selling life, disability, LTC- inv. related- Toledo, OH- start dat 11/13/1995- 1hrs/mth 3) 2/2023- Real Estate Rental- co-owner with spouse- inv. related- 155 quail cove Blvd unit 1613 lake lure, NC 28746- start date 10/01/1995- 0hrs 4) 07/11/2023 - The Highland Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 07/06/2023 - 2 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-01-11 |
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