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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-15
OH RA APPROVED 2025-07-10
  • TX RA
    APPROVED
    Since 2026-01-15
  • OH RA
    APPROVED
    Since 2025-07-10

Branch Locations

300 W. Wilson Bridge Road Suite 300, Worthington, OH 43085 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Opoc Worthington OH 04/2024 Present
Unemployed Canton OH 11/2023 04/2024
U.S. Army Fort Cavazos TX 06/2020 11/2023
Home Savings Bank Canton OH 04/2018 07/2018
University Of Mount Union Alliance OH 08/2016 06/2020
Cadaret Grant & Co., Inc. Worthington OH 07/2024 07/2025
Lpl Financial Llc Worthington OH 07/2025 Present
  • 04/2024 → Present
    Opoc
    Worthington, OH
  • 11/2023 → 04/2024
    Unemployed
    Canton, OH
  • 06/2020 → 11/2023
    U.S. Army
    Fort Cavazos, TX
  • 04/2018 → 07/2018
    Home Savings Bank
    Canton, OH
  • 08/2016 → 06/2020
    University Of Mount Union
    Alliance, OH
  • 07/2024 → 07/2025
    Cadaret Grant & Co., Inc.
    Worthington, OH
  • 07/2025 → Present
    Worthington, OH
Previous Registrations
  • 2024-10-24 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Worthington, OH
    Syracuse, NY
Other Businesses

1- 07/2025 - OPOC.us Retirement Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/22/2024 - 100 hours per month/ during trading 2- 07/2025 - CentricHC - Other - Consultant - Not Investment Related - At Reported Business Location(s) - Start Date 04/22/2024 - 0 hours per month/ during trading 3- 07/2025 - AccelWell - Other - Consultant - Not Investment Related - At Reported Business Location(s) - Start Date 04/22/2024 - 0 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-21
  • S66 Uniform Combined State Law Examination
    2024-10-21

View on SEC IAPD

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