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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-10 |
Branch Locations
29950 Lakeshore Blvd., Willowick, OH 44095 • United States
1866 W 25Th St, Cleveland, OH 44113 • United States
29169 Euclid Avenue, Wickliffe, OH 44092 • United States
14033 Cedar Road, South Euclid, OH 44118 • United States
6500 Mayfield Road, Mayfield Heights, OH 44124 • United States
720 Richmond Rd., Richmond Heights, OH 44143 • United States
8810 Mentor Avenue, Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 08/2015 | 12/2020 |
| Bank Of America, N.A. | Charlotte | NC | 08/2015 | 12/2020 |
| Pnc Investments | Charlotte | NC | 02/2021 | 05/2022 |
| Lpl Financial Llc | South Euclid | OH | 06/2022 | Present |
| Flagstar Bank N.A. | South Euclid | OH | 06/2022 | Present |
1) 2/16/2023 - Spiral Cabin Productions LLC - Investment Related - Charlotte, NC - Real Estate Rental - Start Date - 01/19/2023 - 4 Hours Per Month/0 Hours During Securities Trading 2) 2/16/2023 - Kincaid Properties, LLC - Investment Related - Lenoir, NC - Real Estate Rental - Start Date - 05/16/2017 - 2 Hours Per Month/0 Hours During Securities Trading 3) 02/02/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Flagstar Wealth Services - Inv related - At Reported Business Location(s) - Started 2/2/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-02 |
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