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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
Branch Locations
1901 Butterfield Road Suite 250, Downers Grove, IL 60515 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2002 | 05/2018 |
| Pruco Securities, Llc. | Downers Grove | IL | 06/2018 | 11/2024 |
| Prudential Insurance Company Of America | Downers Grove | IL | 06/2018 | Present |
| Lpl Enterprise, Llc | Downers Grove | IL | 11/2024 | Present |
1) 11/05/2024 - Jeffrey Wilson - Agent of Record - Non-Variable Insurance Commission Trails - Inv Related - At Downers Grove, IL - Start Date 06/15/2016 - 0hrs/mth - 0hrs/mth During Trading 2) 02/24/2025 - Jeffrey R. Wilsom - Coach/ Sports/ Fitness - Officiating high school football games during season, Aug thru October - not inv. related - start date 08/29/1992 - at Chicago, IL- 115hrs/mnth-0hrs during trading 3) 04/17/2026-The Focal Point Financial Group, LLC-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/03/2026-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-30 |
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