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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
| IL | RA | APPROVED | 2021-07-21 |
Branch Locations
1220 Kensington Rd Ste 200A, Oak Brook, IL 60523 • United States
Downers Grove, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Downers Grove | IL | 02/2012 | 07/2021 |
| Waddell & Reed Inc | Oak Brook | IL | 02/2012 | 07/2021 |
| Cms Office Management, Llc | Oak Brook | IL | 10/2019 | 07/2021 |
| Lpl Financial Llc | Oak Brook | IL | 07/2021 | Present |
1) 2016 - DBA for LPL Business (entity for LPL business) / APMarusarz / Investment Related / Oak Brook, IL 60523 2) 2020 - Business Entity For Tax/Investment Purposes Only / CMS Office Management LLC / Not Investment Related / 0HRs/Mo During Trading / Oak Brook, IL 60523 3) 07/2021 / Non-Variable Insurance / Associated of Clifton Park / Investment Related / 10% / Oak Brook, IL 60523
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-16 |
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