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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-31 |
| IL | RA | APPROVED | 2025-05-30 |
Branch Locations
4747 Lincoln Mall Dr Suite 602, Matteson, IL 60443 • United States
4747 Lincoln Mall Dr Suite 602, Matteson, IL 60443 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2012 | 05/2017 |
| Morgan Stanley | Orland Park | IL | 05/2017 | 10/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | 10/2019 |
| Stonex Securities Inc. | Matteson | IL | 10/2019 | 05/2025 |
| Stonex Advisors Inc. | Matteson | IL | 10/2019 | 05/2025 |
| Lpl Financial, Llc | Matteson | IL | 05/2025 | Present |
1-05/2025 / EAW Wealth & Retirement Planning LLC / Non-Variable Insurance / Investment Related / 5 hrs mnth / 1 hrs during trading / start 5/12/25 2- 05/2025 / EAW Wealth and Retirement Planning LLC / DBA for LPL Business (entity for LPL business) / Inv Rltd / At Loc / 150 hrs mnht / 7.5 hrs during trading / start 5/30/25
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-11 |
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