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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-29 |
Branch Locations
8600 Us Highway 14 Ste 103, Crystal Lake, IL 60012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sigma Financial | Ann Arbor | MI | 01/2014 | 06/2023 |
| Spc | Ann Arbor | MI | 01/2014 | 06/2023 |
| Lpl Financial Llc | Crystal Lake | IL | 06/2023 | Present |
1) 4/25/2023- Freedom Stewardship & Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Crystal Lake, IL- start date 8/1/2019 - 160hrs/mth 2) 4/25/2023- Upstream Investment Partners - - DBA for LPL Business (entity for LPL business)- Inv. Related- Crystal Lake, IL- start date 1/15/2014 - 160hrs/mth 3) 4/25/2023- Eagle Vigilance Training & Consulting, LLC- Business Owner- self-defense and concealed carry training - Non-Inv. Related- Crystal Lake, IL- start dat 4/1/2021 - 4-20hrs/mth 4) 4/25/2023- MIKO STEWARDSHIP & WEALTH MANAGEMENT- Business Entity For Tax/Investment Purposes Only- Non-Inv. Related- Crystal Lake, IL- stat date 12/28/2015- 4hrs/mth 5) 4/25/2023- Non-Variable Insurance- Agent selling Life and Health - Inv. Related- Crystal Lake, IL- start date 3/15/2008- 2hrs/mth 6) 4/25/2023- Part time - High School Sports Announcer- Non-Inv. Related- Crystal Lake, IL- start date 3/25/2021- 0hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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