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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
208 Frank Scott Parkway E #7, Swansea, IL 62226 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
208 Frank Scott Parkway East # 7, Swansea, IL 62226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | St. Louis | MO | 04/2008 | 06/2024 |
| Centruy Securities Assoc., Inc. | St. Louis | MO | 09/2008 | 06/2024 |
| Lpl Financial Llc | Swansea | IL | 06/2024 | Present |
1- 05/2024 / 1818 Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 11/12/2025-1818 WEALTH ADVISORS-Notary-Inv related-At SWANSEA, IL-Start date 11/03/2025-1hrs/mth-1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-07 |
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