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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chase Bank Na | New Lenox | IL | 01/2008 | 11/2017 |
| Pnc Bank | Bloomington | IL | 11/2017 | 12/2019 |
| J & J Ventures Inc | Ottawa | IL | 01/2020 | 12/2024 |
| Lpl Financial | Frankfort | IL | 01/2025 | Present |
1- 12/2025 / Atlas Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 12/2025 / Notary - Illinois / Notary / Investment Related / 1 hr mth / Frankfort, IL / Start date: 07/25/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-19 |
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