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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Mattoon | IL | 11/2007 | 03/2022 |
| First Mid Bank And Trust | Mattoon | IL | 08/1998 | 01/2022 |
| Moose Family Lodge | Mattoon | IL | 02/2014 | 06/2017 |
| Ymca | Mattoon | IL | 06/2008 | Present |
| Lpl Financial Llc | Mattoon | IL | 03/2022 | Present |
| First Neighborhood Bank | Mattoon | IL | 03/2022 | Present |
1) 03/15/2022 - YMCA - Non-Inv Related - Mattoon, IL - Outside/W-2 Employment - Aqua Aerobics Instructor - Start: 12/1/2001. 2) 09/16/2025- First Neighbor Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/03/2025- 160 Hours Per Month- 6 Hours During Trading 3) 10/01/2025- First Neighbor Bank- Other - Notary- INV Related- At Reported Business Location(s)- Start date 04/03/2025- 2 Hours Per Month- 2 Hpurs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-11 |
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