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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-05-19 |
| TX | RA | APPROVED_RES | 2021-05-15 |
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Canton | IL | 01/1998 | 03/2017 |
| Massmutual Life Insurance Co | Peoria | IL | 07/2016 | 04/2021 |
| Mml Investors Services, Llc | Peoria | IL | 03/2017 | 04/2021 |
| Lpl Financial, Llc | Peoria | IL | 05/2021 | Present |
1. 5/14/2021 - Curtis and Dearing Riverfront Properties - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 1/2017 - 1 Hour Per Month During Securities Trading - Office expenses. 2. 5/14/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 3/2017 - 1 Hour Per Month During Securities Trading - Life, Health, Group Life. 3. 5/14/2021 - Curtis and Barnard Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/2021. 4. 5/14/2021 - No Business Name - Investment Related - Home Based; 1101 Randy Dr, East Peoria, IL 61611; 903 S 4th St, Pekin IL 61554; and 117 Van Dyke Dr, Canton IL 61520 - Real Estate Rental - Owner - Started 4/1989.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-28 |
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