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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2024-01-10 |
Branch Locations
7979 Pearl Rd, Strongsville, OH 44136 • United States
21950 Lorain Rd, Fairview, OH 44126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scales And Tails Of Ohio | Lakewood | OH | 02/2016 | Present |
| Lpl Financial Llc | Brecksville | OH | 06/2018 | 10/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2020 | 01/2024 |
| Lpl Financial Llc | Strongsville | OH | 01/2024 | Present |
1) 1/2024 - Scales and Tails of Ohio - Business Owner - Non-inv. Related - Parma, OH - Co-founder- Start Date 2/2/2016 - 5hrs/month - 3% time spent. 2) 07/30/2024 - Connors Lore Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 40 Hours Per Month/ 28 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-22 |
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