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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
Branch Locations
10 Ridgeview St. Unit B, Danville, IL 61832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates,Inc | Danville | IL | 09/2006 | 06/2022 |
| Cliftonlarsonallen Wealth Advisors, Llc | Champaign | IL | 06/2022 | 12/2022 |
| Lpl Financial Llc | Danville | IL | 01/2023 | 01/2024 |
| Private Client Services | Birmingham | AL | 01/2024 | 07/2024 |
| Rfg Advisory, Llc | Danville | IL | 01/2024 | 07/2024 |
| Pruco Securities, Llc. | Danville | IL | 08/2024 | 11/2024 |
| Lpl Enterprise, Llc | Danville | IL | 11/2024 | Present |
1) 11/26/2024 - Stacey Ireland - Notary - I have a Notary through the State of Illinois and do not charge for it's use. - INV Related - At Danville, IL - Start Date 10/25/2022 - 1hrs/mth - 1hrs During Trading 2) 03/17/2025- Ascend Learning- Outside/W-2 Employment- I will be a Part-Time educator(nights/weekends), which means teaching from a handbook (that Ascend creates) on topics like insurance.- not inv. related- at Leawood, KS- start date 03/12/2025- 20hrs/mnth-0hrs during trading 3) 03/14/2025- Ireland Financial Partners- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 07/01/2023-120hrs/mnth-8hrs during trading 4) 05/08/2026-Emrick Insurance Marketing Group-Independent Agent-Non-Variable Insurance-Inv related-At Griggsville, IL-Start date 06/01/2026-5hrs/mth-5hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-31 |
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