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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-21
IL RA APPROVED 2021-07-21
TX RA APPROVED 2021-07-21
  • FL RA
    APPROVED
    Since 2021-07-21
  • IL RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED
    Since 2021-07-21

Branch Locations

1928 S Main St Ste A&B Ste A&B, Eureka, IL 61530 • United States

6035 N Knoxville Ave Ste 103B, Peoria, IL 61614 • 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
Waddell & Reed, Inc. Eureka IL 09/1991 07/2021
Various Insurance Carriers For W & R Insurance Agencies Eureka IL 01/1992 07/2021
Community Unit School District #140 Eureka IL 11/1990 07/2021
Northwoods Community Church Peoria IL 01/2006 04/2017
Clark & Meiss Group Llc Eureka IL 06/2019 07/2021
Family Farm Eureka IL 11/2019 07/2021
Lpl Financial Llc Eureka IL 07/2021 Present
  • 09/1991 → 07/2021
    Waddell & Reed, Inc.
    Eureka, IL
  • 01/1992 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Eureka, IL
  • 11/1990 → 07/2021
    Community Unit School District #140
    Eureka, IL
  • 01/2006 → 04/2017
    Northwoods Community Church
    Peoria, IL
  • 06/2019 → 07/2021
    Clark & Meiss Group Llc
    Eureka, IL
  • 11/2019 → 07/2021
    Family Farm
    Eureka, IL
  • 07/2021 → Present
    Eureka, IL
Previous Registrations
  • 1998-01-23 → 2021-07-21
    Waddell & Reed
    Davenport, IA
    Eureka, IL
    Eureka, IL
    Waukesha, WI
    Savage, MN
    Peoria, IL
Other Businesses

1- 03/2017 / Family farm / Real Estate Rental / 313 E Harrison St, Eureka , IL 61530 / Investment Related / Eureka, IL 61530 2- 07/2021 / DBA for LPL Business (entity for LPL business) / Clark & Meiss Group Wealth Management / Investment Related / EUREKA,Illinois 3- 11/1990 / Community Unit School District #140 / Outside/W-2 Employment / Non Investment Related / Eureka, IL 4- 06/2019 / Clark & Meiss Group LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / Eureka, IL 5- 04/2021 / DBA for LPL Business (entity for LPL business) / Clark & Meiss Group Wealth Management / Investment Related / Eureka, IL 6- 08/11/2022- Crump or Associates at Clifton Park or TNBC- Investment Related- At Reported Business Location(s)- Non-Variable Insurance- Agent - Start Date- 10/25/2021- 3 Hours Per Month/ 3 Hours During Securities Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-10-18
  • S63 Uniform Securities Agent State Law Examination
    1991-10-18
Designations

View on SEC IAPD

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