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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-05 |
Branch Locations
124 Middle Avenue, Elyria, OH 44035 • United States
105 Chestnut Commons Dr, Elyria, OH 44035 • United States
32960 Walker Rd, Avon Lake, OH 44012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Bank | Amherst | OH | 02/2020 | Present |
| Target | Amherst | OH | 10/2017 | 02/2020 |
| Forever 21 | North Olmsted | OH | 04/2017 | 10/2017 |
| Lenoci's Spaghetti House | Lorain | OH | 05/2016 | 04/2017 |
| Lorain County Community College/ Lorain High School | Elyria | OH | 08/2013 | 05/2017 |
| Lpl Financial Llc | Amherst | OH | 11/2023 | Present |
1) 11/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Northwest Investment Services Inv Related / At reported business location (s) 2) 11/2023 - NORTHWEST BANK - Financial Institution Duty - Inv. Related - Amherst, OH - Personal Banker/Licensed Relationship Manager - Start Date 02/24/2020 - 160hrs/month - 100% time spent 3) 11/2023 - NORTHWEST BANK - Notary - Inv. related - Amherst, OH - Notary - Start Date 07/15/2022 - 2hrs/month - 3% time spent 4) 11/2023 - RAM JAM SPORTSPLEX - Outside/W-2 Employment - Non-inv. Related - LORAIN, OH - Scorer - Start Date 11/15/2015 - 1hr/month - 2% time spent 5) 06/03/2024 - Amherst Meadowlarks Motorcycle Club - Outside/W-2 Employment - Scorer - Not Investment Related - 6600 Crosse Rd. Amherst, OH 44001 - Start Date 05/19/2024 - 8 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-02 |
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