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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-07-24
  • IL RA
    APPROVED
    Since 2024-07-24

Branch Locations

37164 N Greenbay Rd., Beach Park, IL 60087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Beach Park IL 01/2024 Present
Franconi Development Long Grove IL 01/2016 05/2017
Excel Ltd Inc Grayslake IL 05/2017 11/2021
Evergreen Medical Services Chicago IL 11/2021 12/2023
  • 01/2024 → Present
    Beach Park, IL
  • 01/2016 → 05/2017
    Franconi Development
    Long Grove, IL
  • 05/2017 → 11/2021
    Excel Ltd Inc
    Grayslake, IL
  • 11/2021 → 12/2023
    Evergreen Medical Services
    Chicago, IL
Other Businesses

1) 04/2024 - Sackman and Son Financial Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-24
  • S66 Uniform Combined State Law Examination
    2024-07-24
Other Names
  • Casey William Sackman

View on SEC IAPD

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