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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-21 |
Branch Locations
105 N Third St; Suite 202, Greenville, IL 62246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Greenville | IL | 06/2010 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Greenville | IL | 10/2010 | 07/2021 |
| Durley Camp | Greenville | IL | 08/2012 | 07/2021 |
| Greenville College | Greenville | IL | 09/2013 | 05/2017 |
| Greenville Free Methodist Church | Greenville | IL | 06/2017 | 05/2021 |
| Stl Wealth Lp | O'FAllon | MO | 05/2020 | 07/2021 |
| Lpl Financial Llc | Greenville | IL | 07/2021 | Present |
1) 07/28/2021 - Non-Variable Insurance Trails - CRUMP/AOCP - Investment Related - At Reported Business Location(s) - Start date: 2010 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/28/2021 - STL WEALTH LP - Non-Profit Board Member - Non Investment Related - Fallon, MO 63368 - Start date: 2/2020 - 160 Hrs/Mth - 0 Hrs During Trading. 3)07/28/2021- DBA for LPL Business (entity for LPL business) - STL Wealth - At Reported Business Location(s) - Investment Related - Start date: 07/2019 - 160 hr/mon 4) 07/27/2022 - Investment Related - Non-Variable Insurance - Start Date - 07/13/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 5) 01/12/2023 - Dave Disch Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/16/2023 - 1 Hour Per Month/0 Hours During Securities Trading. 6) 06/17/2025 - Greenville Free Methodist Church - Not Investment Related - Non-Profit Board Member - Greenville, IL - Start Date:06/10/2025 - 2 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-08 |
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