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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-03-11
IL RA APPROVED 2002-06-24
  • IA RA
    APPROVED
    Since 2025-03-11
  • IL RA
    APPROVED
    Since 2002-06-24

Branch Locations

1230 N. Henderson St, Galesburg, IL 61401-1511 • United States

301 Iowa Ave, Muscatine, IA 52761 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) Galesburg IL 06/2002 Present
Cbi Bank & Trust Galesburg IL 08/2025 Present
  • 06/2002 → Present
    Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
    Galesburg, IL
  • 08/2025 → Present
    Cbi Bank & Trust
    Galesburg, IL
Other Businesses

1. 8/30/2011 - OTHER-NOTARY - NOTARY FOR THE STATE OF ILLINOIS. - TIME SPENT 1%. 2. 03/07/2012 - First United Methodist Church - Not Investment Related - Galesburg, IL - Community, Civic and Charitable Board - member of the Finance Committee - Time Spent 2% 3. 5/19/2017 - Isagenix - Not Investment Related - Home Based - Outside/W-2 Employment - Started 05/18/2017 - 1 Hour Per Month/0 Hours During Securities Trading - Direct sales of health products. 4. 9/5/2018 - F&M Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 4/24/2019 - The F&M Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Bank Officer - Start Date: 02/28/2019 - 0 Hours Per Month. 6. 04/27/2023 - F&M Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Investment Operations Manager, AVP - Start Date 03/31/2023 - 1 Hours Per Month/0 Hours During Securities Trading 7. 11/07/2024 - CBI Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/30/2024 - 1 Hour Per Month/ During Trading 8) 03/24/2025 - CBI Bank & Trust - Investment Related - Financial Institution Duty - Park Ave, Muscatine IA 52761 - 0 Hrs/Mth - 0 Hrs During Trading. - Start Date: 03/19/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-14
  • S66 Uniform Combined State Law Examination
    2000-11-14
Other Names
  • Jennifer Luan Anderson

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