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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-06-08 |
Branch Locations
3000 Happy Landing Dr., Springfield, IL 62711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Springfield | IL | 05/1998 | 03/2017 |
| Mml Investors Services, Llc | Springfield | IL | 03/2017 | 06/2020 |
| Massmutual Life Insurance Company | Springfield | IL | 07/2016 | 06/2020 |
| Lpl Financial Llc | Springfield | IL | 06/2020 | Present |
1)6/30/2020- Essential Wealth Solutions- DBA for LPL Business (entity for LPL business)- Inv. Related- Springfield, IL- 100% 2)6/30/2020- EMPLOYEE BENEFIT SOLUTIONS- Non-Variable Insurance-Agent selling Life/Health- Inv. Related- Springfield, IL- 10hrs/mth - 4%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-24 |
| S66 | Uniform Combined State Law Examination | 1998-06-19 |
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