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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-19 |
| TX | RA | APPROVED_RES | 2011-02-16 |
| OH | RA | APPROVED | 2001-03-02 |
Branch Locations
28300 Kensington Ln Ste 400, Perrysburg, OH 43551 • United States
601 S. Federal Hwy Suite 303, Boca Raton, FL 33432 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Toledo | OH | 02/2001 | Present |
1.12/22/2005; R.M. WADE&COMPANY, LTD FINANCIAL DESIGNS&BENEFITS; DBA for LPL Business (entity for LPL business); Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.02/18/2026; Aetna Group HI; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/01/2026; 1hrs/mth; 0hrs during trading 3.08/20/2026; Wade Family Partners, Ltd; Other - Limited Partner in Family Limited Partners; Investment Related; Toledo,OH; Start Date 01/01/1997; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-20 |
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