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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows | IL | 01/2019 | 03/2026 |
| Kohls Dept Store | Orland Park | IL | 02/2014 | 04/2017 |
| Pumping Solutions | Blue Island | IL | 10/2015 | 10/2016 |
| Kohls Dept Store | Orland Park | IL | 10/2016 | 04/2017 |
| Grn Winfield | Geneva | IL | 04/2017 | 12/2018 |
| Bmo Harris Bank | Wheaton | IL | 10/2018 | 01/2019 |
| Liberty University | Lynchberg | VA | 08/2014 | 05/2017 |
| Lpl Financial Llc | Lombard | IL | 03/2026 | Present |
1. 2/2026 - Blake Willis Notary - Notary - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Oak Brook IL 60523 - OBA Start Date: 01/26/2026 2. 2/2026 - Family Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 140 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/3/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-13 |
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