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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-01 |
| OH | RA | APPROVED | 2008-11-13 |
Branch Locations
8080 Beckett Center Dr Ste 102, West Chester, OH 45069-5028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | West Chester | OH | 11/2008 | Present |
1. 10/10/2008 - DBA ONLY, FOCUS WEALTH MANAGEMENT, LLC. 2.07/28/2014 - JANE WELCH LLC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - WEST CHESTER, OH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-16 |
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