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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-09 |
| TX | RA | APPROVED | 2023-01-09 |
Branch Locations
2815 Forbs Ave Ste 107,Ofc 122, Hoffman Estates, IL 60192 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hoffman Estates | IL | 10/2009 | 01/2023 |
| Lpl Financial Llc | Hoffman Estates | IL | 01/2023 | Present |
1) 1/2023- EDGARTOWN, INC, - Business Entity For Tax/Investment Purposes Only- OWNER- inv. related- Hoffman Estates, IL- start date 3/15/2007- 200hrs/mth 2) 1/2023- Covered Bridge Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Hoffman Estates, IL 3) 1/2023- 11Fifity Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- Hoffman Estates, IL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-21 |
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