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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
Branch Locations
4405 Talmadge Road, Suite A, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaking | Sylvania | OH | 05/2002 | 01/2017 |
| Capital Management Strategies Llc | Toledo | OH | 01/2017 | Present |
| Cadaret, Grant & Co., Inc. | Toledo | OH | 03/2019 | 07/2025 |
| Lpl Financial Llc | Toledo | OH | 07/2025 | Present |
1- 07/2025 - Capital Management Strategies - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 03/01/2021 - 10 hours per month/ during trading 2- 07/2025 - Capital Management Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2021 - 90 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-06 |
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