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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-08-02 |
| TX | RA | APPROVED_RES | 2019-08-02 |
Branch Locations
780 Mcardle Dr Ste A, Crystal Lake, IL 60014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Trier School District | Winnetka | IL | 08/2002 | Present |
| James T. Borello & Co. | East Dundee | IL | 10/2006 | 07/2019 |
| Lpl Financial, Llc | Union | IL | 08/2019 | Present |
1. 8/2/2019 - Rodgers Financial Group Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 8/2/2019 - Rodgers Financial Group Inc. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA (Not a CPA) - Start Date: 01/01/2020. 3. 8/20/2019 - TIME FINANCIAL - Investment Related - UNION, ILLINOIS - Non-Variable Insurance - Insurance Agent - Started 08/15/2019 - 2 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-12 |
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