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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-07 |
Branch Locations
7000 Fitzwater Rd Suite 200, Brecksville, OH 44141 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Atlanta | GA | 02/2003 | 01/2026 |
| Fsc Securities Corporation | Brecksville | OH | 10/2003 | 11/2023 |
| Osaic Wealth, Inc. | Brecksville | OH | 11/2023 | 01/2026 |
| Lpl Financial Llc | Brecksville | OH | 01/2026 | Present |
1. 01/2026 - Financial Design Group Inc - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 01/07/2026 2. 01/2026 - Financial Design Group Inc - Non-Variable Insurance - Investment related - Brecksville OH 44141 - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 01/07/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-21 |
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