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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-31 |
| IL | RA | APPROVED | 2011-07-05 |
Branch Locations
101 N. 4Th Street Suite B, Oregon, IL 61061 • United States
5653 N. Junction Way, Davis Junction, IL 61020 • United States
11159 Hwy 76, Poplar Grove, IL 61065 • United States
200 N. Walnut St., Byron, IL 61010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nashua Mutual Ins. Co. | Oregon | IL | 04/1988 | Present |
| Martin'S Tax Service | Oregon | IL | 01/1990 | Present |
| Byron Bank | Oregon | IL | 09/2001 | Present |
| Lpl Financial Llc | Oregon | IL | 07/2011 | Present |
(1) 06/01/2011-DBA ONLY-BYRON FINANCIAL SERVICES (2) 06/07/2011-NON-VARIABLE INSURANCE-BOARD MEMBER-NASHUA PANMYRA MUTUAL INSURANCE COMPANY-TIME SPENT 1%-ANNUAL INCOME 750 (3) 12/23/2014 - REAL ESTATE RENTAL - DUPLEX PROPERTY - TIME SPENT 1 HOUR PER MONTH - OREGON, IL (4) 01/07/2015 - NASHUA PANMYRA MUTUAL INSURANCE COMPANY - FOR-PROFIT BOARD MEMBER - TIME SPENT 1 HOUR MONTH - OREGON, IL. (5) 11/26/2019 - Byron Wealth Management (Owned by Byron Bank ) - DBA: Byron Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2020 - 160 Hours Per Month/7 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-12 |
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