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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-20 |
| IL | RA | APPROVED | 2021-12-17 |
Branch Locations
1750 N Washington St., #112A, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Health Markets | Des Plaines | IL | 04/2013 | 09/2016 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2016 | 12/2021 |
| Lpl Financial Llc | Naperville | IL | 12/2021 | Present |
1)12/14/2021 - Matsock Financial INC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2019 2)12/14/2021 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 12/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-05 |
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