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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-06-13 |
| TX | RA | APPROVED | 2018-06-13 |
Branch Locations
3607 N Vermilion St Ste 1, Danville, IL 61832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 06/2018 |
| Lpl Financial Llc | Danville | IL | 06/2018 | Present |
1)06/13/2018 - DBA for LPL Business (entity for LPL business) - Shore Wealth Management - 100% - DANVILLE, IL 61832 2) 12/28/2022 - Shore Wealth Accounting & Tax Services, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 12/14/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 3) 04/20/2023 - E4 Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 04/19/2023 - 5 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-30 |
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