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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-04
IL RA APPROVED 2025-07-28
  • TX RA
    APPROVED
    Since 2025-08-04
  • IL RA
    APPROVED
    Since 2025-07-28

Branch Locations

3535 Avenue Of The Cities, Moline, IL 61265 • United States

1521 Park Ave, Muscatine, IA 52761 • United States

1230 N. Henderson St, Galesburg, IL 61401-1511 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Galebsurg IL 04/2025 Present
American Senior Benefits Galesburg IL 04/2024 04/2025
Pegasus Manufacturing Galesburg IL 09/2023 04/2024
Staggs Insurance Agency Galesburg IL 10/2021 09/2023
Stratus Networks Peoria IL 03/2021 10/2021
Pegasus Manufacturing Galesburg IL 08/2017 03/2021
Rp Lumber Co Galesburg IL 06/2017 08/2017
Chicago Golf And Tiki Tees Dekalb IL 04/2014 06/2017
Farmers And Mechanics Bank Galebsurg IL 04/2025 08/2025
Cbi Bank & Trust Galesburg IL 08/2025 Present
  • 04/2025 → Present
    Galebsurg, IL
  • 04/2024 → 04/2025
    American Senior Benefits
    Galesburg, IL
  • 09/2023 → 04/2024
    Pegasus Manufacturing
    Galesburg, IL
  • 10/2021 → 09/2023
    Staggs Insurance Agency
    Galesburg, IL
  • 03/2021 → 10/2021
    Stratus Networks
    Peoria, IL
  • 08/2017 → 03/2021
    Pegasus Manufacturing
    Galesburg, IL
  • 06/2017 → 08/2017
    Rp Lumber Co
    Galesburg, IL
  • 04/2014 → 06/2017
    Chicago Golf And Tiki Tees
    Dekalb, IL
  • 04/2025 → 08/2025
    Farmers And Mechanics Bank
    Galebsurg, IL
  • 08/2025 → Present
    Cbi Bank & Trust
    Galesburg, IL
Other Businesses

1- 07/28/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name F&M Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) 2- 08/13/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name CBI Investment Services - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date 04/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-18
  • S66 Uniform Combined State Law Examination
    2025-07-18

View on SEC IAPD

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