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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-20 |
Branch Locations
900 W Lake Ave, Peoria, IL 61614 • United States
5401 W Dirksen Pkwy, Peoria, IL 61607 • United States
3515 Court St, Pekin, IL 61554 • United States
2449 N Dirksen Parkway, Springfield, IL 62702 • United States
3301 N Woodford St, Decatur, IL 62526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Peoria | IL | 04/2021 | 01/2022 |
| Mml Investors Services, Llc | Peoria | IL | 08/2021 | 01/2022 |
| Self-Employed Commodity Trader | Chicago/Peoria | IL | 10/2007 | 04/2021 |
| Eastman Financial And Insurance Services Llc | Eureka | IL | 07/2022 | 12/2023 |
| Unemployed | Dunlap | IL | 02/2022 | 06/2022 |
| Citizens Equity First Credit Union | Peoria | IL | 12/2023 | Present |
| Lpl Financial | Peoria | IL | 01/2024 | Present |
1- 01/2024 / CEFCU Investment Services / DBA for LPL Business (entity for LPL business) Citizens Equity First Credit Union (CEFCU) Investment Related 7900 N University St Peoria, Illinois 61615 advising clients/members of the credit union on financial matters Financial Adviser LPL is the Broker Dealer for CEFCU 12/18/2023 start date all my hours worked will be for the LPL/CEFCU relationship- about 40 hours a week my hours devoted will be for the LPL/CEFCU relationship - about 40 hours per week I will be advising clients/members of the credit union on financial matters
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
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