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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-10 |
Branch Locations
300 W. Wilson Bridge Road Suite 300, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Worthington | OH | 05/2024 | 07/2025 |
| The Ohio State University | Columbus | OH | 08/2020 | 04/2024 |
| Opoc.uS | Worthington | OH | 05/2022 | 08/2022 |
| Grove City High School | Grove City | OH | 08/2016 | 08/2020 |
| Fedex Ground | Grove City | OH | 06/2020 | 03/2022 |
| Giant Eagle | Grove City | OH | 05/2019 | 05/2020 |
| Lpl Financial Llc | Worthington | OH | 07/2025 | Present |
1. 07/10/2025- AccelWell-Other- Not INV Related- At Reported Business Location(s)- Start date 04/23/2024 2. 07/10/2025-CentricHC- Other- Not INV Related- At Reported Business Location(s) Start date 04/23/2024 3. 07/10/2025- OPOC Insurance Services LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/23/2024 4. 06/05/2026 - James Souslin- Other- Stringed Instrument Repairs - Not INV Related- At Grove City, OH- Start date 06/01/2025- 10 Hours Per Month/ 0 hours during trading 5. 06/05/2026 - James Souslin - Artist/ Musician- Not INV Related- At Grove City, OH- Start date 06/01/2025- 5 Hours Per Month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
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