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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-11 |
| IL | RA | APPROVED | 2019-08-05 |
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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2012 | 10/2017 |
| Wells Fargo Advisors Financial Network, Llc | Streator | IL | 12/2017 | 08/2019 |
| Lpl Financial, Llc | Streator | IL | 08/2019 | Present |
1) 8/5/2019 - Real Estate Rental - Investment Realated - 2% - 508 & 510 S Bloomington St Streator, IL 61364 2) 12/11/2023 - Insurance Design Network, LLC - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 04/03/2023 - 2 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-19 |
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