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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-09 |
| IL | RA | APPROVED | 2018-11-30 |
Branch Locations
Terre Haute, IN • United States
201 N Meridian, Toledo, IL 62468 • United States
1415 18Th St, Charleston, IL 61920 • United States
705 E Cumberland, Greenup, IL 62428 • United States
900 Broadway Ave E, Mattoon, IL 61938 • United States
223 E 6Th St, Neoga, IL 62447 • United States
511 S Broadway, Newman, IL 61942 • United States
918 Il-Hwy 49, Casey, IL 62420 • United States
150 Courthouse Square, Toledo, IL 62468 • United States
411 E Jasper Street, Paris, IL 61944 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Neighbors Bank | Casey | IL | 02/2001 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 11/2018 |
| Lpl Financial Llc | Casey | IL | 11/2018 | Present |
1) 11/30/18 - First Neighbor Tax & Accounting - Tax Prep/Accounting/CPA - Inv. Related - At reported business location(s) - Start date 2/2001- 30% 2) 09/16/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Neighbor Wealth Management- Inv Rel- At Reported Business Location (s)- 100 Hrs Per Mnth/Trading- Start Date 10/31/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-03 |
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