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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 01/2025 | 05/2025 |
| Ascension Home Pro | Marion | IL | 09/2024 | 12/2024 |
| Certaseal Construction | Marion | IL | 12/2017 | 09/2024 |
| Chili's Restaurant | Carbondale | IL | 11/2017 | 12/2017 |
| Rolando's Pizza | Duquoin | IL | 06/2016 | 11/2017 |
| Mwa Financial Services, Inc. | Rock Island | IL | 03/2025 | 05/2025 |
| The Assurance Group | Sesser | IL | 05/2025 | 08/2025 |
| Banterra Insurance & Investments Inc. | Eldorado | IL | 08/2025 | Present |
| Lpl Financial Llc | Eldorado | IL | 08/2025 | Present |
1- 08/2025 / Jared Leslie / Real Estate Rental / Investment Related / Sesser, IL / Start date: 05/19/2024 2- 08/2025 / Jared Leslie / Land Rental / Investment Related / Sesser, IL / Start date: 07/01/2023 3- 08/2025 / Jared Leslie / Notary / Notary / Investment Related / Sesser, IL / Start date: 05/01/2023 4- 08/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name BANTERRA INSURANCE AND INVESTMENTS / Inv Rel / At Reported Business Location (s) 5- 08/2025 / Banterra Bank / Non-Variable Insurance / Investment Related / 80 hrs mth / 4 hrs during trading / Eldorado, IL / Start date: 08/18/2025 6- 07/06/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Banterra Investments - Investment Related - At Reported Business Location(s) - Start Date 07/02/2026 - 160 hours per month/ 100 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
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