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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-09-20 |
Branch Locations
147 N Water Street, Decatur, IL 62523 • United States
1124 Rickard Rd. Ste A, Springfield, IL 62704-6365 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clean Cut Lawn Care | Springfield | IL | 06/2016 | 10/2016 |
| Scheels Sporting Goods | Springfield | IL | 10/2016 | 06/2017 |
| Bank Of Springfield | Springfield | IL | 06/2017 | 07/2025 |
| Lpl Financial Llc | Springfield | IL | 08/2020 | Present |
1) 07/25/2025 - LifeMap Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:07/18/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 2) 07/25/2025 - Cornerstone Wealth Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:07/23/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 3) 07/25/2025 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:07/23/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-17 |
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