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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-16 |
Branch Locations
3230 Central Park West Ste 100, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 10/2000 | 03/2022 |
| Securian Financial Services, Inc. | St. Paul | MN | 10/2000 | 03/2022 |
| Financial Design Group | Toledo | OH | 10/2000 | Present |
| Lpl Financial Llc | Toledo | OH | 03/2022 | Present |
1) 01/30/2023 - FDG Fixed Insurance - Non-Variable Insurance - inv related - Toledo, OH start OBA Date 11/01/2000. 2) 01/30/2023 - Financial Design Group. Inc. - DBA for LPL Business (entity for LPL business) - inv related - at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-21 |
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