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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
| 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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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