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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-13 |
| IL | RA | APPROVED | 2018-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | Waukegan | IL | 06/2010 | 07/2018 |
| First Allied Advisory Services, Inc. | Waukegan | IL | 12/2015 | 07/2018 |
| Lpl Financial, Llc | Waukegan | IL | 07/2018 | Present |
1) 07/30/2018 - Non-Variable Insurance - DANIEL SACKMAN - INVESTMENT RELATED - WAUKEGAN, IL 60087 - 6HRS DURING TRADING. 2) 07/30/2018 - DBA for LPL Business (entity for LPL business) - Sackman and Son Financial Services - 0% - INVESTMENT RELATED - WAUKEGAN, IL 60087 - Start Date:1/1/2010 3) 07/30/2018 - Notary - Sackman & Son Financial Service - 1% - INVESTMENT RELATED - Waukegan, IL 60087 4) 12/7/2018 - EBRM (General Agent) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2019 - 2 Hours Per Month/0 Hours During Securities Trading - Health insurance. 5) 12/7/2018 - Pivot Health - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/15/2018 - 1 Hour Per Month/0 Hours During Securities Trading - Fixed insurance. 6) 08/25/2025 - Real Estate Rental - Investment Related - Holmes Beach, FL - Start Date 09/01/2025 - 1 Hr/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-17 |
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