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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| IL | RA | APPROVED | 2010-10-01 |
Branch Locations
2700 Patriot Blvd, Ste 250, Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Deerfield | IL | 10/2010 | Present |
(1) 09/29/2010 - DBA ONLY - JADE FINANCIAL & TAX SERVICES - DEERFIELD, IL (2) 10/24/2012 - JADE ACCOUNTANTS & TAX SERVICES - TAX PREP / ACCOUNTING / BOOKKEEPING - INDIVIDUAL, SMALL BUSINESS TAX PREPARATION AND FILING - 10% OF TIME SPENT (3) 10/21/2013 - NON-VARIABLE INSURANCE - SELLING LIFE, LONG-TERM CARE, HEALTH INSURANCE AND FIXED ANNUITIES - 10% OF TIME SPENT - DEERFIELD, IL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-22 |
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