Best Investors Account Sign in

Shirley I Willis

LPl Financial LLC

Labelle, FL

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-20
FL RA APPROVED 2026-03-23
  • TX RA
    APPROVED_RES
    Since 2026-04-20
  • FL RA
    APPROVED
    Since 2026-03-23

Branch Locations

Labelle, FL • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Labelle FL 04/2017 02/2026
Edward Jones Labelle FL 12/2009 04/2017
Lpl Financial Labelle FL 03/2026 Present
  • 04/2017 → 02/2026
    Edward Jones
    Labelle, FL
  • 12/2009 → 04/2017
    Edward Jones
    Labelle, FL
  • 03/2026 → Present
    Lpl Financial
    Labelle, FL
Previous Registrations
  • 2017-11-17 → 2026-03-02
    Edward Jones
    Labelle, FL
    St Louis, MO
    La Belle, FL
    Labelle, FL
    Labelle, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-15
  • S66 Uniform Combined State Law Examination
    2017-11-15
Other Names
  • Shirley Gale Imhoff
  • Shirley I Willis
  • Shirley Imhoff Willis

View on SEC IAPD

More in Labelle, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor