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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-08 |
Branch Locations
129 Commercial Drive Unit 4, Yorkville, IL 60560 • United States
129 Commercial Dr Unit 9, Yorkville, IL 60560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sid Kamp Trucking | Mokena | IL | 06/2019 | 07/2021 |
| The Heico Companies | Warrenville | IL | 06/2023 | 08/2023 |
| Strive Asset Management | Dublin | OH | 05/2024 | 08/2024 |
| Southwest Chicago Christian Tinley Park Campus | Tinley Park | IL | 04/2016 | 05/2017 |
| Chicago Christian High School | Palos Heights | IL | 05/2017 | 05/2021 |
| Hillsdale College | Hillsdale | MI | 05/2021 | 12/2025 |
| Raymond James Financial | Fort Wayne | IN | 05/2025 | 08/2025 |
| Milestone Wealth Design | Yorkville | IL | 01/2026 | Present |
| Lpl Financial, Llc | Yorkville | IL | 01/2026 | Present |
1. 04/2026 - Milestone Wealth Design - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 2 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 04/10/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-08 |
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