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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| MS | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
19065 Hickory Creek Dr Ste 310, Mokena, IL 60448 • United States
Flossmoor, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Orland Park | IL | 09/1989 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Flossmoor | IL | 06/1990 | 07/2021 |
| Protective Life | Birmingham | AL | 01/2011 | 07/2021 |
| Lpl Financial Llc | Mokena | IL | 07/2021 | Present |
1- 1/2011 / Insurance Agent / Other - Non-Variable Insurance Trails Only / Investment Related / Flossmoor, IL 60422 2- 08/22/2023 - ASSOCIATES OF CLIFTON PARK - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/14/2023 - 10 Hours Per Month/ 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-06 |
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