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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
8044 Montgomery Rd Ste 505, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Cincinnati | OH | 01/1980 | 10/2024 |
| Charlotte Dougherty | Cincinnati | OH | 01/1980 | 10/2022 |
| Dougherty, Tedesco, & Associates | Cincinnati | OH | 10/2024 | Present |
| Lpl Financial | Cincinnati | OH | 10/2024 | Present |
1- 10/2024 / Dougherty, Tedesco, & Associates / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 40 HRS DURING TRADING 2- 10/2024 / Dougherty Tedesco & Associates / Non-Variable Insurance / INV RLTD / 1 HRS MNTH / START 10/03/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-17 |
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