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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-04-04 |
| ID | RA | APPROVED | 2018-10-18 |
| MT | RA | APPROVED | 2017-12-04 |
| TX | RA | APPROVED_RES | 2013-05-14 |
| IL | RA | APPROVED | 2002-06-26 |
Branch Locations
3535 Avenue Of The Cities, Moline, IL 61265 • United States
1521 Park Ave, Muscatine, IA 52761 • United States
21 E. Main Street The Farmers & Mechanics Bank, Galesburg, IL 61401-4525 • United States
1230 N. Henderson St, Galesburg, IL 61401-1511 • United States
123 E Knoxville St, Brimfield, IL 61517 • United States
4900 N Glen Park Pl. Suite A, Peoria, IL 61614 • United States
2616 Veterans Drive, Galesburg, IL 61401 • United States
2 Americinn Way, Suite D, Monmouth, IL 61462 • United States
301 Iowa Ave, Muscatine, IA 52761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Farmers & Mechanics Bank | Galesburg | IL | 06/2002 | 08/2025 |
| Lpl Financial Llc | Galesburg | IL | 06/2002 | Present |
| Cbi Bank & Trust | Galesburg | IL | 08/2025 | Present |
(1) 10/30/2003 - F&M INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 03/24/2025 - CBI BANK AND TRUST - Investment Related - Financial Institution Duty - AVEMUSCATINE, IA - Start Date:03/20/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 03/24/2025 - F & M INVESTMENT SERVICES - Investment Related - DBA for LPL Business (entity for LPL business) - STGALESBURG, IL - Start Date:03/20/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 03/24/2025 - CBI INVESTMENT SERVICES - Investment Related - DBA for LPL Business (entity for LPL business) - AVEMUSCATINE, IA - Start Date:03/20/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-10 |
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