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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 |
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Wooster | OH | 03/2023 | 02/2026 |
| The Commercial And Savings Bank | Millersburg | OH | 05/2018 | 03/2023 |
| Capital University | Bexley | OH | 08/2017 | 05/2019 |
| Camp Androscoggin | Wayne | ME | 06/2015 | 08/2017 |
| Capital University | Bexley | OH | 08/2017 | 06/2019 |
| Wilmington College | Wilmington | OH | 08/2013 | 05/2017 |
| Wooster High School | Wooster | OH | 02/2022 | Present |
| Lpl Financial Llc | Wooster | OH | 04/2026 | Present |
1.04/2026 - Wooster City School District - Coach/ Sports/ Fitness - Not Inv Related - 30 Hour(s)/Month - 4 Hour(s) During Trading - Wooster OH 44691 - OBA Start Date: 02/21/2022 2. 04/2026 - Notary - Notary - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Wooster OH 44691 - OBA Start Date: 10/17/2024 3. 04/2026 - Wooster Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 180 Hour(s)/Month - 135 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/20/2026 4. 07/15/2026 - Reid Delaney - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/10/2026 - 4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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