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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-24 |
| TX | RA | APPROVED | 2023-07-18 |
| IL | RA | APPROVED | 2023-04-05 |
Branch Locations
302 East Main St, Streator, IL 61364 • United States
13358 Manchester Rd Ste 200, Des Peres, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Humana | St Louis | MO | 04/2018 | Present |
| Midwest Elevator Inc | St Louis | MO | 06/2013 | 03/2018 |
| Lpl Financial Llc | Streator | IL | 02/2023 | Present |
1) 12/29/2023 - Plan Advisors - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/09/2023 - 15 Hours Per Month/ 0 Hours During Trading. 2) 10/07/2025 - Cornerstone Wealth Services - Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) - Start Date:04/03/2023 - 120 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
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