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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hickory Point Bank | Decatur | IL | 06/2011 | 10/2021 |
| Raymond James Financial Services, Inc | Decatur | IL | 05/2016 | 10/2021 |
| Raymond James Financial Services Advisors Inc. | Decatur | IL | 02/2017 | 10/2021 |
| Lpl Financial Llc | Decatur | IL | 03/2022 | Present |
| Staley Credit Union | Decatur | IL | 03/2022 | Present |
| Unemployed | Decatur | IL | 10/2021 | 02/2022 |
1) 03/01/2022- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Covenant Wealth Management - inv. related- At Reported Business Location(s) - Start Date 03/2022 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 04/24/2023 - Pflum Farms - Not Investment Related - Oakley, IL 62501 - Outside/W-2 Employment - Start Date 04/13/2023 - 15 Hours Per Month/0 Hours During Securities Trading 3) 07/02/2025 - Business Owner - Not Investment Related - Home Based - Start Date 07/07/2025 - 15 Hrs/Mth - 5 Hrs During Trading. 4) 02/05/2026 - ADM - Outside/W-2 Employment - Truck Driver - Not Investment Related - Decatur, IL - Start Date 02/02/2026 - 160 hours per month/ 12 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-03 |
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