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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2010-11-08 |
Branch Locations
232 S Batavia Ave Ste B, Batavia, IL 60510 • United States
Batavia, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Batavia | IL | 11/2010 | Present |
(1) 06/28/2013: Ciaccio Wealth Management, Ltd. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 07/17/2015: Ciaccio Accounting - Tax Prep/Accounting/CPA - Investment Related - 232 South Batavia Avenue - Start 06/25/2012 - 10 Hr/Mo; 0 Hour(s) During Securities Trading - Tax Planning, tax advice, tax preparation, accounting service, accounting advice, QuickBooks accounting software instruction and training, bookkeeping, payroll. My title is MBA, CPA, CFP(r). (3) 8/1/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public Service - Start Date:07/13/2016 - 1 Hours Per Month/0 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-20 |
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