Julie Ann Cook

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-07-21
IL	RA	APPROVED	2021-07-21
TN	RA	APPROVED	2021-07-21
TX	RA	APPROVED	2021-07-21

FL RA
APPROVED

Since 2021-07-21
IL RA
APPROVED

Since 2021-07-21
TN RA
APPROVED

Since 2021-07-21
TX RA
APPROVED

Since 2021-07-21

Branch Locations

Crossville, TN • United States

106 Eastgate Dr, Washington, IL 61571 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Waddell & Reed Inc	Washington	IL	03/2013	07/2021
Various Insurance Carriers For W&R Insurance Agencies	Crossville	TN	03/2013	07/2021
Midstate College Business Advisory Board	Peoria	IL	01/2013	12/2020
Horizon Clarity, Inc.	Eureka	IL	09/2014	Present
Fairfield Glad Financial Advisory Committee	Fairfield Glad	TN	04/2015	12/2021
Horizon Clarity Group, Inc.	Washington	IL	12/2020	Present
Lpl Financial, Llc	Savage	MN	07/2021	Present

03/2013 → 07/2021

Waddell & Reed Inc

Washington, IL
03/2013 → 07/2021

Various Insurance Carriers For W&R Insurance Agencies

Crossville, TN
01/2013 → 12/2020

Midstate College Business Advisory Board

Peoria, IL
09/2014 → Present

Horizon Clarity, Inc.

Eureka, IL
04/2015 → 12/2021

Fairfield Glad Financial Advisory Committee

Fairfield Glad, TN
12/2020 → Present

Horizon Clarity Group, Inc.

Washington, IL
07/2021 → Present

Lpl Financial, Llc

Savage, MN

Previous Registrations

2013-04-16 → 2021-07-21

Waddell & Reed

Davenport, IA

Eureka, IL

Fairfield Glade, TN

Fairfield Glade, TN

Waukesha, WI

Savage, MN

Washington, IL

Eureka, IL
2010-12-13 → 2013-03-20

Savant Wealth Management

Peoria, IL

Rockford, IL
2010-01-04 → 2010-12-23

Morgan Stanley

Peoria, IL

Other Businesses

1. 9/8/2021 - Horizon Clarity Group, Inc. - Investment Related - At Reported Business Location(s) - Other - President and Owner - Started 2021. 2. 9/8/2021 - Horizon Clarity - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2019. 3. 05/02/2022 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 04/18/2022 - 2 Hours Per Month/2 Hours During Securities Trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-04-24
S66	Uniform Combined State Law Examination	2009-11-20

S63 Uniform Securities Agent State Law Examination

2013-04-24
S66 Uniform Combined State Law Examination

2009-11-20

Designations

Other Names

Julie Ann Dreesen

View on SEC IAPD