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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Maumee | OH | 08/2023 | 12/2023 |
| World Financial Group, Inc. | Maumee | OH | 06/2023 | 12/2023 |
| Monica Wisser Insurance Agency, Llc | Toledo | OH | 08/2016 | Present |
| American Family Insurance | Toledo | OH | 06/2015 | Present |
| Rotary Club Of Upper Sandusky | Upper Sandusky | OH | 07/2023 | Present |
| Lpl Financial Llc | Toledo | OH | 01/2024 | Present |
1- 12/2023 / Gladston Wealth Partners / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 2- 12/2023 / Priority Wealth Partners / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED 3- 12/2023 / Monica Wisser Insurance Agency, LLC / Insurance Agency / NON-INVESTMENT RELATED 4- 01/02/2024 - Rotary of upper Sandusky - Non-Profit Board Member - Board Member - Not Investment Related - Po Box 16, Upper Sandusky, OH 43351 - Start Date 07/01/2023 - 16 Hours Per Month/ 4 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-01 |
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