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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G F E Investment Strategies Inc | Schaumburg | IL | 09/2012 | Present |
| Rental Parking Space | Chicago | IL | 08/2013 | Present |
| Lpl Financial Llc | Chicago | IL | 06/2015 | 08/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2024 | 10/2024 |
| Cetera Investment Advisers Llc | Lisle | IL | 08/2024 | 10/2024 |
| Equitable Advisors, Llc | New York | NY | 11/2024 | 09/2025 |
| Consumers Credit Union | Elgin | IL | 09/2025 | 10/2025 |
| Lpl Financial Llc | Elgin | IL | 09/2025 | 10/2025 |
| Lpl Financial | Schaumburg | IL | 11/2025 | Present |
| Trustage | Madison | WI | 09/2025 | 10/2025 |
1.11/20/2025; GFE Investment Strategies Inc; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 12/12/2012; 1hrs/mth; 0hrs during trading 2.11/20/2025; n/a in my own name; Real Estate Rental; Investment Related; Schaumburg,IL; Start Date 01/02/2009; 5hrs/mth; 0hrs during trading 3.06/29/2026; Result CX; Non-Variable Insurance; Not Investment Related; at Reported Business Location(s); Start Date 07/30/2026; 20hrs/mth; 2hrs during trading 4.07/07/2026; Catholic Order of Forrestors; Non-Variable Insurance; Not Investment Related; at Reported Business Location(s); Start Date 07/30/2026; 5hrs/mth; 0hrs during trading 5.07/15/2026; The Bee Team Jason Mitchell Group; Mortgage/Real Estate Services; Investment Related; Orland Park,IL; Start Date 06/30/2026; 5hrs/mth; 0hrs during trading 6.07/28/2026; Beyond Finance; Outside/W-2 Employment; Not Investment Related; Chicago,IL; Start Date 07/30/2026; 25hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-04 |
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