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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
| IL | RA | APPROVED | 2023-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pact Enterprises, Inc. | Henderson | NV | 06/2015 | 01/2021 |
| Lucas Group Financial Advisors, Inc. | Freeport | IL | 08/2016 | 06/2020 |
| Lodgenuity | Henderson | NV | 01/2015 | 01/2021 |
| Regal Investment Advisors, Llc | Kentwood | MI | 05/2019 | 06/2020 |
| Stillman Bank Trust Department | Rockford | IL | 06/2020 | 07/2023 |
| Byron Bank | Byron | IL | 08/2023 | Present |
| Lpl Financial Llc | Byron | IL | 09/2023 | Present |
1- 09/2023 / Byron Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related 2- 09/2023 / 219 Ventures, LLC (dba Pub 219) / Business Owner / Non Investment Related / 1 HR Mnth / start date 8/1/2017 3- 09/2023 / Talbert Properties, LLC / Business Owner / Non Investment Related / 2 HR Mnth / start date 02/01/2010
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-01 |
| S65 | Uniform Investment Adviser Law Examination | 2016-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 2016-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-18 |
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