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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-04-22 |
| OH | RA | APPROVED | 1999-10-18 |
| VA | RA | APPROVED | 1997-11-17 |
Branch Locations
3130 Executive Parkway Ste 100, Toledo, OH 43606 • United States
102 South Main Street, Bluffton, OH 45817 • United States
1995 Tiffin Avenue, Suite 1, Findlay, OH 45840 • United States
1215 Ridgewood Dr., Ste C, Bowling Green, OH 43402 • United States
201 N. Main St, Lima, OH 45801 • United States
601 E Second Street, Defiance, OH 43512 • United States
601 E 2Nd Street, Defiance, OH 43512 • United States
305 Kiracofe St, Elida, OH 45807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bowling Green | OH | 11/1995 | Present |
1. 10/15/2013: DBA ONLY - CITIZENS WEALTH MANAGEMENT GROUP - BOWLING GREEN, OH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-29 |
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