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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-02 |
| TX | RA | APPROVED | 2021-09-01 |
Branch Locations
2794 Som Center Rd, Willoughby Hills, OH 44094 • United States
4379 W 219Th St Ste 101, Fairview Park, OH 44126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Willoughby Hills | OH | 10/1996 | 09/2021 |
| Raymond James Financial Services Advisors, Inc | Willoughby Hills | OH | 01/2009 | 09/2021 |
| N/A | Willoughby Hills | OH | 11/2012 | 09/2021 |
| Lpl Financial, Llc | Willoughby Hills | OH | 09/2021 | Present |
1) 1/1996 - Business Entity For Tax/Investment Purposes Only - Resource Financial, LLC - Not Investment Related - Willoughby Hills, OH 44094 2) 6/2021 - DBA for LPL Business (entity for LPL business) - Ohio Investment Partners - Investment Related - 100% - Willoughby Hills, OH 44094 3) 6/2021 - Non-Variable Insurance - Victoria Mannarino - Investment Related - 1% - Willoughby Hills, OH 44094 4) 03/16/2022 - JL Thomas in Cleveland - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 03/01/2022 - 4 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-23 |
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