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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-10-01 |
| TX | RA | APPROVED | 2018-10-01 |
Branch Locations
608 S Washington St, Ste 304, Naperville, IL 60540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | Naperville | IL | 10/2010 | 10/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 10/2018 |
| Lpl Financial Llc | Naperville | IL | 10/2018 | Present |
1) 10/01/2018 - DBA FOR LPL BUSINESS - AMERICAN CAPITAL MANAGEMENT - NAPERVILLE, IL 2) 10/01/2018 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - BA FINANCIAL PLANNERS - NAPERVILLE, IL 3) 10/01/2018 - NON-VARIABLE INSURANCE - BRIAN AHERN - 5% - NAPERVILLE, IL. 4) 11/30/2023 - Real Estate Rental - Puerto Vallarta, Mexico - Investment Related - Start Date 10/26/2023 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-09 |
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