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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-23 |
| IL | RA | APPROVED | 2015-04-01 |
Branch Locations
240 Sw Jefferson Ave Ste 300, Peoria, IL 61602-0007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Peoria | IL | 03/2015 | Present |
1. 03/13/2015 - SLATER WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - 100% - PEORIA, IL. 2) 04/10/2025 - Wealth Coach Financial LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - St Greensburg, PA - Start Date:04/08/2025 - 5 Hrs/Mth - 0 Hrs During Trading. 3) 04/10/2025 - Gruber and Associates - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:04/14/2025 - 30 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-12 |
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