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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 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Hole Real Estate Associates | Jackson | WY | 10/2010 | 09/2018 |
| Waddell & Reed, Inc. | Oak Brook | IL | 02/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Glen Ellyn | IL | 02/2013 | 07/2021 |
| Scheer And Clancy | Glen Ellyn | IL | 03/2013 | Present |
| Glen Ellyn Rotary Club Foundation Inc | Glen Ellyn | IL | 07/2013 | 08/2018 |
| Letip International | Westchester | IL | 05/2014 | 05/2017 |
| Triwealth Partners, Llc | Oak Brook | IL | 01/2019 | Present |
| College Of Dupage | Glen Ellyn | IL | 10/2016 | 11/2019 |
| Glen Ellyn Rotary Club | Glen Ellyn | IL | 07/2017 | 11/2019 |
| Lpl Financial Llc | Oak Brook | IL | 07/2021 | Present |
1-08/25/2021 / DBA for LPL Business (entity for LPL business) / TriWealth Partners / Investment Related / OAK BROOK, Illinois. 2- 11/17/2021/ Scheer and Clancy / Real Estate Rental / 550 Green Lane, Wilson, WY 83014 / Investment Related / Start Date:2016 . 3- 05/31/2022 - EHSINVEST, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 06/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 4) 10/06/2025 - Tiptoes llc - Investment Related - Real Estate Rental - Start Date:09/30/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-30 |
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