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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-18 |
Branch Locations
863 N. Milwaukee Avenue Ste. 500, Vernon Hills, IL 60061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Vernon Hills | IL | 05/2026 | Present |
| Credit Union 1 | Vernon Hills | IL | 05/2026 | Present |
| Morningside Asset Management | Atlanta | GA | 07/2015 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 07/2023 | 05/2026 |
| Bank Of America, N.A. | Chicago | IL | 09/2023 | 05/2026 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name CU1RIS Retirement and Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-31 |
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