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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Chicago | IL | 11/2017 | 05/2019 |
| Bswift / Aetna, Inc. | Chicago | IL | 01/2017 | 08/2017 |
| Aon | Lincolnshire | IL | 07/2007 | 01/2017 |
| Super Soccer Stars | Chicago | IL | 09/2017 | 11/2017 |
| Unemployed | Terrace Park | OH | 06/2019 | 07/2019 |
| Jp Morgan Securities, Llc | Cincinnati | OH | 08/2019 | 04/2026 |
| Jp Morgan Chase Bank, N.A. | Cincinnati | OH | 08/2019 | 04/2026 |
| Aurora Tone Solutions | Terrace Park | OH | 05/2023 | 07/2024 |
| Lpl Financial | Cincinnati | OH | 04/2026 | Present |
| Cinfed Credit Union | Cincinnati | OH | 04/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cinfed Investment Services - Inv Rel - At Reported Business Location (s) - Start Date :04/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
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