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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
4405 Talmadge Road, Suite A, Toledo, OH 43623 • 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 |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Toledo | OH | 01/2014 | 07/2025 |
| Capital Management Strategies Llc | Toledo | OH | 01/2014 | Present |
| Lpl Financial Llc | Toledo | OH | 07/2025 | Present |
1 - 07/2025 - John Mckenty - Coach/ Sports/ Fitness - Not Inv Related - 10 Hours/Month - Toledo, OH - OBA Start Date: 01/03/1990. 2 - 07/2025 - Capital Management Strategies LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-08 |
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