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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-02-14 |
Branch Locations
7111 W Foster Ave, Chicago, IL 60656 • United States
6666 N. Lincoln Ave., Lincolnwood, IL 60712 • United States
1018 W. Touhy Ave., Park Ridge, IL 60068 • United States
2392 N. Milwaukee Ave, Chicago, IL 60656 • United States
6210 N. Milwaukee Ave, Chicago, IL 60646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Bank For Savings | Chicago | IL | 07/2006 | Present |
| Invest Financial Corp. | Tampa | FL | 02/2007 | 02/2018 |
| Lpl Financial Llc | Chicago | IL | 02/2018 | Present |
1. 09/20/2022 - Liberty Bank for Savings - Investment Related - At Reported Business Location(s) - Financial Institution Duty - SVP - Administration//Subsidiary Manager of Liberty Bank - Start Date - 07/10/2007 - 40 Hours Per Month/15 Hours During Securities Trading 2. 02/21/2024 - LBFS Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/15/2024 - 145 Hours Per Month/ 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-23 |
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