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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-09-28 |
| IL | RA | APPROVED | 2022-09-27 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercy Health | Rockford | IL | 04/2016 | 02/2017 |
| Cardinal Staffing | Belvidere | IL | 02/2017 | 02/2017 |
| Jp Morgan Chase | Rockford | IL | 05/2017 | 11/2017 |
| Patti Dailey | Rockford | IL | 07/2000 | Present |
| Jp Morgan Securities Llc | Rockford | IL | 05/2017 | 11/2017 |
| Palmer Klaas Financial Group Regulus Advisors | Rockford | IL | 11/2017 | 08/2018 |
| Horace Mann Companies | Springfield | IL | 08/2018 | 11/2019 |
| Horace Mann Investors, Inc. | Springfield | IL | 08/2018 | 11/2019 |
| Primerica Financial Services | Duluth | GA | 11/2019 | 08/2021 |
| Brookstone Capital Management | Wheaton | IL | 08/2021 | 09/2021 |
| Primerica Financial Services | Duluth | GA | 09/2021 | 04/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 04/2022 | 09/2022 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 04/2022 | 09/2022 |
| Lpl Financial Llc | Yorkville | IL | 09/2022 | Present |
1. 09/28/2022 - No Business Name - Not Investment Related - Home Based - Other - Sole Proprietor - Certified Fitness Trainer & Sports Nutrition - Start Date - 06.2010 - 8 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-09 |
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