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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc. | Lisle | IL | 03/2007 | 07/2021 |
| Various Ins. Carriers For W&R Insurance Agencies | Downers Grove | IL | 05/2007 | 07/2021 |
| Knights Of Columbus | Hinsdale | IL | 01/2009 | 07/2021 |
| Jg Jermak & Associates | Downers Grove | IL | 06/2007 | 07/2021 |
| Lpl Financial Llc | Lisle | IL | 07/2021 | Present |
1. 02/17/2022 - No Business Name - Investment Related - 4135 N. Front St Harrisburg, PA - Non-Variable Insurance - Start Date: 03/2007 - Time Spent 1% - Non-Variable Insurance Commission Trails. 2. 02/17/2022 - JG Jermak & Associates - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - President - Start Date: 12/2007.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-26 |
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