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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-09-23 |
Branch Locations
625 Lexington Ave, Ste 2B, Mansfield, OH 44907 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mansfield | OH | 02/1984 | 06/2017 |
| Bank Of America,Na | Mansfield | OH | 08/2009 | 06/2017 |
| Morris Land And Cattle, Llc | Perrysville | OH | 06/2017 | Present |
| Lpl Financial Llc | Mansfield | OH | 08/2019 | Present |
1) 07/30/2019 - Navigator Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2019 2) 07/30/2019 - MORRIS LAND & CATTLE LLC - Business Owner - non-inv rel - at reported business location - start: 04/2016 - 120 hr/mth 3) 05/16/2024 - navcap wealth management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/14/2024 - 80 Hours Per Month/ 20 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-19 |
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