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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
5746 Park Center Court, Toledo, OH 43615 • United States
Rocky River, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 03/2025 |
| Lpl Financial Llc | Rocky River | OH | 03/2025 | Present |
1) 02/27/2025 - Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 02/06/2025 - ROCKPORT ADVISORS - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 02/06/2025 - CALABRESE & COMPANY, INC. - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 03/2025 4) 12/22/2025 - Beacon Financial LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 40 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-03-10 |
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