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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-08 |
| IL | RA | APPROVED | 2016-09-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Oak Brook | IL | 10/2012 | 09/2016 |
| Lpl Financial Llc | Frankfort | IL | 09/2016 | Present |
1) 8/1/16-Atlas Wealth Management-DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- start date 9/2/16- 100% 2) 10/18/2023 - Exceptional Properties Unlimited - Real Estate Rental - Landlord - Investment Related - Glen, IL - Start Date 06/30/2020 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-09 |
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