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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-06 |
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 |
|---|---|---|---|---|
| Aon Hewitt | Lincolnshire | IL | 05/2015 | 12/2024 |
| Aon Hewitt Financial Advisors | Lincolnshire | IL | 08/2015 | 12/2024 |
| Baxter Credit Union - Bcu | Vernon Hills | IL | 12/2024 | Present |
| Lpl Financial Llc | Vernon Hills | IL | 02/2025 | Present |
1) 2026-04-30 - Guidepoint Global LLC - Teacher Paid by School or University - N - 5 - 5 - New York NY - 2026-04-01 - Guidepoint is a research enablement platform designed to accelerate understanding and empower decision-making through real-time access to data and hard-to-source knowledge. Backed by the world`s largest network of expertise, the company provides critical context and dimension on any topic, letting top companies and investors rapidly turn answers into action. 2) 2025-02-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - BCU Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Y - - - at reported business location(s) - 2025-02-04 - 3) 2025-02-06 - BCU - Baxter Credit Union - Financial Institution Duty - Y - 160 - 8 - at reported business location(s) - 2025-02-04 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-10 |
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