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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-10 |
Branch Locations
300 Washington St, Beardstown, IL 62618 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1269 W Washington St, Pittsfield, IL 62363 • United States
1269 W Washington St, Pittsfield, IL 62363 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Pittsfield | IL | 11/2012 | 11/2022 |
| Securities America Advisors, Inc. | Pittsfield | IL | 11/2012 | 11/2022 |
| Lpl Financial Llc | Pittsfield | IL | 11/2022 | Present |
| Petefish, Skiles & Co. | Beardstown | IL | 03/2026 | Present |
1) 11/07/2022 - City of Pittsfield - Non-Profit Board Member - Board Member - Not Investment Related - 215 N Monroe St Pittsfield, IL 62363 - Start Date 01/05/2021 - 5 Hours Per Month/ 0 Hours During Trading 2) 11/07/2022 - Pittsfield Plaza - Real Estate Rental - Co-Owner - Investment Related - 541 and 543 Orch Pittsfield, IL 62363 - Start Date 05/20/2018 - 10 Hours Per Month/ 1 Hour During Trading 3) 11/07/2022 - Eagle One Investments - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 4) 11/07/2022 - Financial Partners Insurance Co. - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2022 5) 11/07/2022 - CG Little Inc - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 03/2000 6) 11/07/2022 - Pike County Quick Lube LLC - Business Owner - Non-Inv Rel - Pittsfield, IL - Start: 05/2022 - 40 Hr/Mth 7) 11/16/2023 - Hometown Real Estate - Mortgage/Real Estate Services - Managing Broker - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 10 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-28 |
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