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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-21 |
Branch Locations
2 Northfield Plz Ste 202, Northfield, IL 60093-1217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Count Mediation & Financial Planning | Northfield | IL | 10/2015 | 11/2016 |
| Waddell & Reed, Inc. | Northfield | IL | 11/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Glenview | IL | 11/2016 | 07/2021 |
| Count Consulting, Llc | Glenview | IL | 10/2015 | 07/2021 |
| Count Enterprises, Llc Dba Corner Eyecare | Glenview | IL | 11/2009 | 12/2017 |
| Lpl Financial Llc | Northfield | IL | 07/2021 | Present |
1- 08/19/2021 - SHARON COUNT/Non-Variable Insurance/Investment Related/ At Reported Business Location(s) 2- 08/19/2021 - Center for Divorce Financial Planning/DBA for LPL Business (entity for LPL business)/Investment Related/ AT Reported Business Location(s) - Start Date 2/1/2016 3- 08/19/2021 - Center for Divorce Resolution/Business Entity For Tax/Investment Purposes Only/Not Investment Related/ At Reported Business Location(s) - Start Date 11/1/2019 4- 08/19/2021 - COUNT CONSULTING, LLC/Business Entity For Tax/Investment Purposes Only/Not Investment Related/ Northfield, IL/Start Date 2/1/2016 - 10 hours per month 5- 11/24/2025 - Other - Notary Public - Not Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-16 |
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