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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-01 |
| IL | RA | APPROVED | 2014-04-07 |
Branch Locations
1250 E Diehl Road, Suite 101, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Naperville | IL | 08/2016 | Present |
(1) 09/19/2016: BFG Milder Wealth, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 1031 N Marion St, Oak Park, IL 60302 - Start 08/11/2016 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - Local expense attribute to my operations as a financial advisor through LPL. (2) 2/28/2017: MLM Wealth Management LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-28 |
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