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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-04 |
| OH | RA | APPROVED | 2000-09-21 |
Branch Locations
310 Caldwell St, Chillicothe, OH 45601 • United States
115 N Market St, Waverly, OH 45690-1363 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Waverly | OH | 08/2000 | Present |
| Homeland Credit Union | Chillicothe | OH | 02/2011 | Present |
1. 04/14/2004 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) 2. 12/21/2006 - Oakbridge Financial Partners - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Time Spent 3% 3. 12/27/2007 - Oakbridge Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 02/16/2011 - Oakbridge Financial Parters, LLC located at Homeland Credit Union - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 5. 08/28/2019 - R2 Properties, LLC - Investment related - 115 N. Market Street - Real Estate Rental - start date:06/01/2014 - 1 hr/mo - 0 hrs during trading. 6. 1/8/2020 - Meadow Run Farm, LLC - Not Investment Related - 3864 meadow run road, waverly, ohio 45690 - Not a business -buying vacant recreational land - Started 12/01/2018 - 0 Hours Per Month - Recreational hunting land. 7. 7/22/2021 - Ohio Valley Bancorp - Investment Related - 3035 State Route 160 Gallipolis, OH 45631 - For-Profit Board Member - Start Date: 8/18/2021 - 4 Hours Per Month/3 Hours During Securities Trading. 8. 10/07/2021 - Malgav Properties, LLC - Investment Related - 112 Keechle Hill Rd., Waverly, Ohio 45690 and Chillicothe, OH 45601 - Real Estate Rental - Start Date: 10/18/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 9. 08/27/2024 - DBA Dogwood Hills Golf Course - Business Owner - Not Investment Related - 1193 debord road, chillicothe, OH - Start Date 08/21/2024 - 3 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-13 |
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