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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-25 |
| IL | RA | APPROVED | 2010-11-03 |
Branch Locations
1023 Fourth St., Eldorado, IL 62930 • United States
114 W Monroe, Herrin, IL 62948 • United States
301 E Main St, Carbondale, IL 62901 • United States
204 S. Main St, Royalton, IL 62983 • United States
109 E. Walnut, Murphysboro, IL 62966 • United States
628 Front St., Grand Tower, IL 62942 • United States
801 N Carbon Street., Marion, IL 62959 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Marion | IL | 11/2010 | Present |
| First Southern Wealth Management | Marion | IL | 04/2014 | Present |
1. 4/4/2014: FIRST SOUTHERN WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 9/20/2021 - City of Carbondale Economic Development Committee - Not Investment Related - Location/Address: n/a - Non-Profit Board Member - Committee Member - Started 07/01/2021 - 3 Hours Per Month During Securities Trading - Chair of the Attracting and Retaining Business Sub-Committee. 3. 09/29/2023 - Back Roads Hand Crafted Decor - Other - Retail Crafts - Not Investment Related - Home Based - Start Date 10/01/2023 - 15 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-28 |
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