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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-11-10
  • IL RA
    APPROVED
    Since 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

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
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
  • 11/2012 → 11/2022
    Securities America, Inc
    Pittsfield, IL
  • 11/2012 → 11/2022
    Securities America Advisors, Inc.
    Pittsfield, IL
  • 11/2022 → Present
    Pittsfield, IL
  • 03/2026 → Present
    Petefish, Skiles & Co.
    Beardstown, IL
Previous Registrations
  • 2012-12-07 → 2022-11-11
    Securities America Advisors, Inc.
    Pittsfield, IL
  • 2011-07-27 → 2012-12-10
    Eagle One Investments, Llc
    Pittsfield, IL
  • 2008-01-01 → 2010-03-02
    Pittsfield, IL
  • 2006-01-01 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Pittsfield, IL
    St. Louis, MO
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-21
S63 Uniform Securities Agent State Law Examination 2000-09-28
  • S66 Uniform Combined State Law Examination
    2005-12-21
  • S63 Uniform Securities Agent State Law Examination
    2000-09-28

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