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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-22 |
| AZ | RA | APPROVED | 2016-10-31 |
| IL | RA | APPROVED | 2013-05-29 |
Branch Locations
2600 Stevenson Dr, Springfield, IL 62703-4328 • United States
1701 W. Morton Avenue, Jacksonville, IL 62650 • United States
3400 Wabash Ave, Springfield, IL 62711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Springfield | Springfield | IL | 11/2010 | Present |
| Lpl Financial Llc | Springfield | IL | 11/2010 | Present |
1. 10/24/2011: BOS FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 5% - INDIVIDUAL HEALTH POLICIES AND GROUP HEALTH PLANS. 2. 2/21/2020 - BoS Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/31/2020 - 40 Hours Per Month/40 Hours During Securities Trading. 3. 4/22/2021 - The Clubhouse - Investment Related - Chatham, IL 62629 - Real Estate Rental - Start Date: 3/4/2021 - 4 Hours Per Month/0 Hours During Securities Trading - Indoor baseball and softball facility rented by teams for practices. 4. 03/07/2024 - BOS Wealth & Planning - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/11/2024 - 160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-19 |
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