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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Anna | OH | 09/2008 | Present |
| First National Bank | Anna | OH | 09/2008 | 09/2021 |
1. 2/27/2020 - Independent Wealth Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/10/2020 - 1 Hour Per Month During Securities Trading. 2. 10/08/2021 - Independent Tax Services, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer and co-owner - Start Date: 01/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 3. 11/26/2021 - No Business Name - Investment Related - Sidney, OH 45365 - Real Estate Rental - Start Date: 01/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading - I purchased an office building personally and plan to lease it to my business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-06 |
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