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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-12-13 |
| TX | RA | APPROVED_RES | 2019-11-26 |
Branch Locations
150 East Wilson Bridge Rd 232, Worthington, OH 43085 • United States
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 |
|---|---|---|---|---|
| Mooney Financial Services Co., Inc. | Worthington | OH | 01/2000 | 10/2023 |
| H. Beck, Inc. | Rockville | MD | 04/2010 | 11/2019 |
| Cabs Financial Services, Llc | Worthington | OH | 03/2018 | Present |
| Lpl Financial Llc | Worthington | OH | 11/2019 | Present |
1) 11/26/2019 - Cheryl A Brown Finanaical and Insurance Services L - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 12/2001 2) 11/26/2019 - Cheryl A Brown - coaching teens on budgeting and resumes - inv rel - at reported business location(s) - start: 12/2001 3) 11/26/2019 - CABS Financial Services, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 03/2018 4) 11/26/2019 - Cheryl A Brown - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 12/2001 5) 11/26/2019 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 08/27/1997
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-16 |
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