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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-11-26 |
Branch Locations
150 East Wilson Bridge Rd 232, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxley Financial Services | Lancaster | OH | 11/2001 | 11/2019 |
| Allianz Life Insurance | Minneapolis | MN | 07/2004 | 11/2019 |
| H. Beck, Inc. | Rockville | MD | 01/2010 | 11/2019 |
| American National Insurance Company | Galveston | TX | 07/2019 | 11/2019 |
| Brighthouse Life Insurance Company | Charlotte | NC | 11/2014 | 11/2019 |
| Cincinnati Life Insurance Company | Cincinnati | OH | 01/2018 | 11/2019 |
| Cmfg Life Insurance Company | Madison | WI | 01/2019 | 11/2019 |
| Gleaner Life Insurance Society | Adrian | MI | 05/2016 | 11/2019 |
| Great American Life Insurance Company | Cincinnati | OH | 09/2018 | 11/2019 |
| Great-West Life & Annuity Insurance Company | Denver | CO | 07/2017 | 11/2019 |
| Integrity Life Insurance Company | Cincinnati | OH | 05/2012 | 11/2019 |
| Jackson National Life Insurance Company | Lansing | MI | 06/2012 | 11/2019 |
| Members Life Insurance Company | Waverly | IA | 01/2019 | 11/2019 |
| Minnesota Life Insurance Company | Minneapolis | MN | 10/2018 | 11/2019 |
| Pacific Life Insurance Company | Newport Beach | CA | 06/2012 | 11/2019 |
| Principal Life Insurance Company | Des Moines | IA | 09/2012 | 11/2019 |
| Prudential Annuities Life Assurance Corporation | Shelton | CT | 07/2015 | 11/2019 |
| Lpl Financial Llc | Worthington | OH | 11/2019 | Present |
1. 11/26/2019 - Oxley Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Fixed annuities. 2. 1/10/2020 - Oxley Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/31/2001 - 120 Hours Per Month During Securities Trading. 3. 10/16/2023 - The Money Foundation - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/31/2001 - 1 Hours Per Month 1 Hours During Trading
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