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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-08 |
Branch Locations
413 E Terra Cotta Ave, Crystal Lake, IL 60014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Johnsburg | IL | 05/2015 | 12/2019 |
| Jpmorgan Chase Bank | Johnsburg | IL | 07/2012 | 12/2019 |
| Lpl Financial | Crystal Lake | IL | 01/2020 | Present |
1) 01/2020 - DBA for LPL Business (entity for LPL business) - EXEMPLAR FINANCIAL NETWORK - 100% - INVESTMENT RELATED - At Reported Business Location(s) 2) 09/03/2024 - E4 Insurance Services - Non-Variable Insurance - Financial Advisor - Investment Related - At Reported Business Location(s) - Start Date 08/19/2024 - 8 Hours per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-16 |
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