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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-24 |
| MD | RA | APPROVED | 2023-11-28 |
| TX | RA | APPROVED_RES | 2016-11-10 |
| IL | RA | APPROVED | 2015-07-02 |
Branch Locations
812 West Springfield, Champaign, IL 61820 • United States
Laughlin Afb, TX • United States
2 W Main Street, Danville, IL 61832 • United States
2431 N Vermilion St, Danville, IL 61832 • United States
401 Washington Street, Covington, IN 47932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Danville | IL | 07/2015 | Present |
| First Midwest Bank | Danville | IL | 06/2015 | 02/2022 |
| Old National Bank | Camden | DE | 02/2022 | Present |
1. 7/2/2015 - SILVERBEAN STUDIOS - Not Investment Related - Home Based - Other-Business Owner - OWNER - Started 06/07/2014 - 10 Hours Per Month/0 Hours During Securities Trading - Time Spent 10% - ONLINE JEWERLY SALES. 2. 2/6/2023 - Finra - Not Investment Related - At Reported Business Location(s) - At Reported Business Location(s) - Non-Public Arbitrator - Start Date - 05/01/2023 - 5 Hours Per Month/0 Hours During Securities Trading 3. 11/13/2023 - Old National Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date 10/05/2023 - 1 Hours Per Month 1 Hours During Trading 4. 03/10/2025 - Real Estate Rental - Not Investment Related - Camden, DE - Start Date:01/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 5. 04/01/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-26 |
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