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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-08 |
Branch Locations
2655 Warrenville Road, Ste 110, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Lagrange Park | IL | 05/2011 | 06/2024 |
| Fifth Third Securities | Lagrange Park | IL | 06/2011 | 06/2024 |
| Lpl Financial Llc | Downers Grove | IL | 08/2024 | Present |
| Unemployed | Wheaton | IL | 06/2024 | 08/2024 |
1)07/16/2024 - Highpoint Planning Partners, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2024 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-16 |
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