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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED_RES | 2024-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio Wesleyan University | Weyslan | OH | 08/2016 | 04/2017 |
| Baird Private Wealth Management | Cleveland | OH | 05/2017 | 07/2017 |
| Ohio Wesleyan University | Weyslan | OH | 08/2017 | 05/2018 |
| Ohio Wesleyan University | Weyslan | OH | 08/2014 | 05/2018 |
| Skylight Financial Group | Cleveland | OH | 05/2018 | 08/2019 |
| Uber Eats | Cleveland | OH | 05/2020 | 09/2020 |
| Ohio Wesleyan University | Weyslan | OH | 08/2019 | 05/2020 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 08/2020 | 08/2024 |
| Lpl Financial Llc | San Diego | CA | 08/2024 | Present |
1) 08/08/2024-Margevicius Document Processing-Business Entity For Tax/Investment Purposes Only-Not Inv Related-1hrs/mth-Start date 10/14/2021 2) 08/08/2024-Accel Schools-Non-Profit Board Member-Board Member, Vice Chairman, Finance Committee Chair-Not Inv related-2hrs/mth-Start Date 03/23/2022 3) 08/08/2024-Benefit Planning, Inc- Seminars -Not Inv related-20hrs/mth-Start date 07/01/2020 4) 08/08/2024-Benefit Planning, Inc-DBA for LPL Business (entity for LPL business)-Inv related-at reported business location(s) 5) 03/16/2026 - DKGM - Business Owner - Not Investment Related - Willoughby, OH - Start Date 03/02/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-03 |
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