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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-21 |
| TX | RA | APPROVED_RES | 2023-04-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Oak Brook | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Oak Brook | IL | 11/2016 | 12/2019 |
| Wells Fargo Advisors Financial Network, Llc | Lisle | IL | 12/2019 | 04/2023 |
| Lpl Financial Llc | Lisle | IL | 04/2023 | Present |
1) 04/03/2023 - Jacobian Wealth Advisory LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 04/03/2023 - Notary - Investment related - Lisle, IL - Start date: 03/29/2023. 3) 04/03/2023 - Real Estate Rental - owner - Nags Head, NC 27959 - Investment related - 1 Hour per month - Start date: 04/30/2023. 4) 04/03/2023 - Wheaton United Soccer Club - Coach/Sports/Fitness - Soccer Coach - Wheaton, IL 60187 - Non investment related - 36 Hours per month - Start date: 03/29/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-06 |
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