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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-10-19 |
Branch Locations
413 E Terra Cotta Ave, Crystal Lake, IL 60014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exemplar Financial Network | Crystal Lake | IL | 01/2004 | Present |
| Cetera Advisor Networks | El Segundo | CA | 01/2013 | 10/2018 |
| Lpl Financial | Crystal Lake | IL | 10/2018 | Present |
1) 10/19/2018 - Tax Prep/Accounting/CPA - EXEMPLAR ACCOUNTING & TAX ADVISORS - Crystal Lake, IL 2) 10/19/2018 - DBA for LPL Business (entity for LPL business) - EXEMPLAR FINANCIAL NETWORK - Crystal Lake, IL 3) 10/19/2018 - Notary - Crystal Lake, IL 4) 09/15/2021 - Financial Servicenter of Delaware - DBA: Financial Servicenter Delaware, Financial Service - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/09/2021 - 8 Hours Per Month/8 Hours During Securities Trading. 5) 11/10/2023 - Exemplar Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/14/2022 - 2 Hours Per Month/ During Trading 6) 11/15/2023 - Exemplar Advisor Services SD - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 0/15/2021 - 4 Hours Per Month/ During Trading 7) 01/29/2026 - Exemplar Advisor Services S.D., LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/28/2020 - 50 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-01 |
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