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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Lombard | IL | 10/2012 | 06/2019 |
| Foresters Advisory Services | Lombard | IL | 09/2012 | 06/2019 |
| Cetera Investment Services Llc | Lombard | IL | 06/2019 | 12/2019 |
| Cetera Investment Advisers Llc | Lombard | IL | 06/2019 | 12/2019 |
| Waddell & Reed, Inc. | Oak Brook | IL | 12/2019 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Lemont | IL | 12/2019 | 07/2021 |
| Brady Wilkins Vacation Rental Home | Ft Meyers | FL | 08/2014 | 07/2021 |
| Cetera Investment Services | Lombard | IL | 06/2019 | 12/2019 |
| Foresters Financial | Lombard | IL | 09/2012 | 06/2019 |
| Lpl Financial Llc | Oak Brook | IL | 07/2021 | Present |
1) 2019- TriWealth Partners LLC- DBA for LPL Business (entity for LPL business)- inv. related- Oakbrook, IL 2) 2016- Brady Wilkins- Real Estate Rental - owner- inv. related- 11936 Izarra Way #6601 Ft Meyers, FL33912- 0hrs/mth 3) 2003- Brady Wilkins- - Non-Variable Insurance- Agent selling fixed insurance - inv. related- Oakbrook, IL - 20hrs/mth 4) 02/24/2022 - BWILK LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/04/2022 - 160 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-22 |
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