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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-10 |
| TX | RA | APPROVED | 2023-05-10 |
Branch Locations
One Overlook Point Ste 115, Lincolnshire, IL 60069 • United States
One Overlook Point Suite 115, Lincolnshire Corporate Center, Lincolnshire, IL 60069 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2008 | 05/2023 |
| Lpl Financial | Lincolnshire | IL | 05/2023 | Present |
1) 03/2023 - Forte Financial Planning LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-15 |
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