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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-05 |
| IL | RA | APPROVED | 2018-08-22 |
Branch Locations
1011 Warrenville Rd Ste 155, Lisle, IL 60532 • 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 |
|---|---|---|---|---|
| Principal Life Insurance Co | Downers Grove | IL | 08/2008 | 08/2018 |
| Princor Financial Services Corporation | Downers Grove | IL | 08/2008 | 08/2018 |
| Lamonica Financial Group, Llc | Downers Grove | IL | 09/2008 | Present |
| Lpl Financial, Llc | Lisle | IL | 08/2018 | Present |
1. 8/22/2018 - LaMonica Financial Group, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 2008 - Life, Disability, Health and Long Term Care. 2. 8/22/2018 - LaMonica Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2008 - Time Spent 100%. 3. 04/16/2024 - Family Rental - Real Estate Rental - Investment Related - Zion, IL - Start Date 01/30/2019 - 1 Hour Per Month/ 0 Hours During Trading 4. 08/28/2024 - Sussex Financial Group, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/30/2024 - 80 Hours Per Month/ 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-14 |
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