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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-06 |
| OH | RA | APPROVED | 2025-03-17 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 Marion Avenue, Suite 308, Mansfield, OH 44903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Monroe Fire Department | Monroe | OH | 09/2000 | Present |
| Cetera Advisors Llc | Denver | CO | 04/2018 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 03/2025 |
| Lpl Financial Llc | Mansfield | OH | 03/2025 | Present |
1- 02/2025 / Momentum Wealth Partners / DBA for LPL Business (entity for LPL business) / Inv Rltd / At Loc / 160 hrs mnth / 8 hrs during trading/ start 03/06/2025 2- 02/2025 / Hogsette Financial Group LLC / DBA for LPL Business (entity for LPL business) / Inv Rltd / At Loc / 160 hrs mnth / 8 hrs during trading/ start 03/07/2025 3- 02/2025 / City of Monroe Fire Department / Outside/W-2 Employment / Non Inv Rltd / 240 hrs mnth / 8 hrs during trading / start 03/07/2025 4- 02/2025 / Hogsette Financial Group LLC / Non-Variable Insurance / Inv Rltd / 40 hrs mnth / 4 hrs during trading/ start 03/07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-05 |
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