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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio Dominican University | Columbus | OH | 09/2016 | 05/2018 |
| Copeland Corporation | Sidney | OH | 05/2018 | 08/2018 |
| Ohio Dominican University | Columbus | OH | 09/2018 | 05/2019 |
| Bdo | Columbus | OH | 05/2019 | 09/2019 |
| Smiths Medical | Dublin | OH | 09/2019 | 04/2022 |
| Cardinal Health | Dublin | OH | 05/2022 | 07/2023 |
| Cardinal Health | Dublin | OH | 07/2023 | Present |
| Lpl Financial Llc | Sidney | OH | 07/2024 | Present |
1- 07/2024 / Independent Wealth Planning Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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