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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-26 |
Branch Locations
8565 S Mason Montgomery Rd #31, Mason, OH 45040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mason | OH | 08/2025 | Present |
| University Of Kentucky | Loveland | KY | 05/2023 | 08/2025 |
| St. Xavier High School | Cincinnati | OH | 05/2019 | 05/2023 |
| Grade Schooler | Loveland | OH | 08/2012 | 05/2019 |
1) 08/2025 - Shared Vision Advisors / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100 % times spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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