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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
Branch Locations
1901 Butterfield Road Suite 250, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inland Bank Mortgage | Oak Brook | IL | 07/2016 | 12/2018 |
| Unemployed/Stay At Home Parent | River Forest | IL | 01/2019 | 09/2019 |
| First Command | Fort Worth | TX | 09/2019 | 04/2020 |
| First Command Brokerage Services | Fort Worth | TX | 04/2020 | 07/2022 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 04/2020 | 07/2022 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 04/2020 | 07/2022 |
| Stride Investments, Llc | Chicago | IL | 09/2022 | 07/2023 |
| Pruco Securities Llc | Downers Grove | IL | 08/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Downers Grove | IL | 09/2023 | Present |
| Lpl Enterprise, Llc | Downers Grove | IL | 11/2024 | Present |
1) 01/06/2025- Prudential- Proprietary and non-proprietary fixed life Ins- Non-Variable Insurance- INV Related- Downers Grove, IL- Start Date- 11/14/2024- 35hrs/mth- 35hrs during trading 2) 01/24/2025- American Republic- Non-Variable Insurance/Insurance Agency- This OBA is specific for the sale of Medicare insurance. Agent for American Republic- inv. related - at River Forest, IL- start date 01/07/2025- 40hrs/mnth-25hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-08 |
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