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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
900 N Shore Drive S 260, Lake Bluff, IL 60044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Lake Bluff | IL | 09/2019 | 06/2024 |
| St. Bernard Financial Service, Inc | Lake Bluff | IL | 12/2016 | 09/2019 |
| Osaic Wealth, Inc. | Lake Bluff | IL | 06/2024 | 08/2025 |
| Lpl Financial Llc | Lake Bluff | IL | 08/2025 | Present |
| Brooklight Place Securities | Downers Grove | IL | 07/2009 | 12/2016 |
1. Capstone Financial Planning, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 215 Hour/month - 7 Hour During Trading - At Reported business location(s) - OBA Start Date: 8/15/2025 2. Capstone Financial Planning, LLC - Non-Variable Insurance - Investment Related - 5 Hour/Month - 1 Hour During Trading - Lake Bluff, IL 60044 - OBA Start Date: 08/28/1996
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-10 |
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