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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2010 | 02/2018 |
| Lpl Financial Llc | Wheaton | IL | 02/2018 | Present |
1) 02/15/2018 - HighPoint Planning Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2018 - 160 hr/mth. 2) 7/6/2020 - Pisellini Financial, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/10/2018 - 120 Hours Per Month/28 Hours During Securities Trading. 3) 7/7/2020 - AIG, Equitable - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 06/24/2020 - 5 Hours Per Month/3 Hours During Securities Trading. 4) 7/17/2020 - The 457 Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/07/2020 - 40 Hours Per Month/30 Hours During Securities Trading. 5) 10/25/2021 - JOEL GRAY CLOUSING LLC - Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 11/09/2020 - 32 Hours Per Month/24 Hours During Securities Trading - Part time licensed administrative assistant for another financial advisor in my office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-09 |
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