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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-01-04 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial | Sycamore | IL | 01/2016 | Present |
| Heartland Bank And Trust Co | Genoa | IL | 12/2015 | Present |
1)1/4/16-HBT Investment Services/DBA for LPL Business/100%/Sycamore, IL 2)1/4/16-Asset Management and Trust Services Division of Heartland Bank and Trust/Bank Duty- Wealth Advisor/60%/Genoa, IL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-30 |
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