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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Quincy | IL | 10/2025 | Present |
| First Bankers Trust Company | Quincy | IL | 10/2025 | Present |
| The Knapheide Manufacturing Company | Quincy | IL | 06/2022 | 10/2025 |
| Southern Illinois University Edwardsville | Edwardsville | IL | 05/2018 | 06/2022 |
| John Wood Community College | Quincy | IL | 07/2016 | 05/2018 |
| Hy-Vee Grocery Store | Quincy | IL | 05/2013 | 07/2018 |
| Sheridan Swim Club | Quincy | IL | 05/2017 | 09/2019 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Investment Services - Inv Rel - At Reported Business Location (s) - Start Date: 4/2026 2. 4/2026 - Quincy PPC Properties LLC - Real Estate Rental - INV REL - 1 Hour(s)/Month - 0 Hour(s) During Trading - Quincy IL 62305 - OBA Start Date: 12/15/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-16 |
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