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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-24 |
| IL | RA | APPROVED | 2025-02-11 |
Branch Locations
340 May Mart Drive, Rochelle, IL 61068 • United States
Central Bank Of Illinois 307 Franklin St., Oregon, IL 61061 • United States
Central Bank Of Illinois 803 Main St., Ashton, IL 61006 • United States
1404 14Th Ave, Fulton, IL 61252 • United States
1721 Midtown Road, Peru, IL 61354 • United States
317 S Main Street, Princeton, IL 61356 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rochelle | IL | 01/2011 | Present |
| Central Bank Of Illinois (Formerly: 1St Nat'L Bank Of Rochelle) | Rochelle | IL | 01/2011 | Present |
1. 5/31/2017 - Odyssey Wealth Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 07/10/2017 - 150 Hours Per Month/160 Hours During Securities Trading. 2. 12/16/2020 - Central Bank Illinois - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Client Relationship Officer - Started 07/10/2017 - 20 Hours Per Month/10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-01 |
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