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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-30 |
| OH | RA | APPROVED | 2020-08-27 |
Branch Locations
10560 Success Ln Ste E, Centerville, OH 45458 • United States
9403 Kenwood Rd Ste A120, Blue Ash, OH 45242 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors Inc. | Norcross | GA | 03/2011 | 08/2020 |
| David Bodnar Advisors, Llc | Cincinnati | OH | 03/2011 | 08/2020 |
| Lpl Financial Llc | Blue Ash | OH | 08/2020 | Present |
1. 8/26/2020 - RICHBROOK HOMES LLC - Not investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 06/2001 - 1 Hour Per Month - Time Spent 1%. 2. 8/26/2020 - Sentinel Advisory Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 1/12/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 01/01/2021 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-05-25 |
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