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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-06-23 |
| OH | RA | APPROVED | 2025-06-20 |
Branch Locations
One Easton Oval Suite 550, Columbus, OH 43219 • United States
Morgantown, WV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manpower | Columbus | OH | 08/2016 | 11/2016 |
| J.P. Morgan Securities Llc | Columbus | OH | 11/2016 | 12/2018 |
| Horace Mann Companies | Springfield | IL | 01/2019 | 11/2019 |
| Lpl Financial Llc | Fort Mill | SC | 02/2021 | 09/2021 |
| Ava Consulting "Title365" | Richardson | TX | 11/2019 | 06/2020 |
| Mindlance, Llc (Contract - Fiserv.) | Union | NJ | 06/2020 | 09/2020 |
| Tiaa | Morgantown | WV | 10/2021 | 11/2022 |
| Fidelity Investments | Covington | KY | 11/2022 | 07/2023 |
| J.P. Morgan Securities Llc | Columbus | OH | 07/2023 | 03/2024 |
| Blue Cross Of Sc | Morgantown | WV | 06/2020 | 01/2021 |
| Lpl Financial Llc | Fort Mill | SC | 03/2024 | 03/2025 |
| Lpl Enterprise Llc | Fort Mill | SC | 02/2025 | 03/2025 |
| Lpl Enterprise Llc | Columbus | OH | 06/2025 | Present |
1. 06/16/2025 - Poluszek Family Trust - Act in a Fiduciary Capacity - INV REL - Morgantown, WV - Start Date 05/01/2025 - 10 HRS/MO | 5 HRS/MO DURING TRADING 2. 06/16/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Morgantown, WV - INV REL - Start Date 06/11/2025 - 160hrs/mth 3. 06/16/2025 - CRAIG POLUSZEK N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Morgantown, WV - INV REL - Start Date 06/11/2025 - 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
| S65 | Uniform Investment Adviser Law Examination | 2009-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-05 |
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