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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED_RES | 2025-07-21 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Cincinnati | OH | 05/2009 | 07/2025 |
| Lpl Financial | Cincinnati | OH | 07/2025 | Present |
1. 06/2025 - Tru North Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 35 Hrs/Mth - 6.5 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/21/2025 2. 06/2025 - Rex and Rebecca Johnson, JTWROS - Real Estate Rental - Investment Related - 3 Hrs/Mth - 0 Hrs During Trading - Cincinnati, OH 45245 - OBA Start Date: 07/01/2022 3. 06/2025 - WATCHPOINT FINANCIAL GROUP LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 35 Hrs/Mth - 6.5 Hrs During Trading - Cincinnati, OH 45230 - OBA Start Date: 05/01/2002 4. 06/2025 - Rex W & Rebecca S Johnson - Real Estate Rental - Investment Related - 3 Hrs/Mth - 0 Hrs During Trading - Cincinnati, OH 45245 - OBA Start Date: 05/02/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-12 |
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