Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-11-12
  • IL RA
    APPROVED
    Since 2024-11-12

Branch Locations

15 E Liberty Ln Ste B, Danville, IL 61832 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 03/2014 02/2017
Cuna Mutual Group Waverly IA 04/2017 02/2018
Cuna Brokerage Services, Inc. Waverly IA 04/2017 02/2018
J.W. Cole Financial, Inc. Tampa FL 04/2018 11/2024
J.W. Cole Advisors, Inc. Tampa FL 04/2018 11/2024
Lpl Financial Llc Danville IL 11/2024 Present
  • 03/2014 → 02/2017
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 04/2017 → 02/2018
    Cuna Mutual Group
    Waverly, IA
  • 04/2017 → 02/2018
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 04/2018 → 11/2024
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 04/2018 → 11/2024
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 11/2024 → Present
    Danville, IL
Previous Registrations
  • 2018-04-05 → 2024-11-26
    Danville, IL
    Tampa, FL
  • 2017-04-13 → 2018-03-12
    Cuna Brokerage Services, Inc.
    Urbana, IL
  • 2015-02-26 → 2017-02-16
    Cetera Wealth Services, Llc
    Danville, IL
Other Businesses

1- 10/2024 / IHSA / Outside/W-2 Employment / NON INV / 20 HRS MNTH / START 11/01/2009 2- 10/2024 / Terry Smith Financial / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 40 HRS DURING TRADING / START 04/01/2020 3- 10/2024 / Terry Smith Financial Services / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 40 HRS DURING TRADING / START 04/01/2020 4- 10/2024 / Devan & Miranda Fox / Real Estate Rental / INV RLTD / 2 HRS MNTH / 0.12 HRS DURING TRADING / START 04/01/2020 5- 10/2024 / Devan L. Fox Corp S / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / 160 HRS MNTH / 40 HRS DURING TRADING / START 04/01/2024 6- 10/2024 / Fox Venue LLC / Business Owner / NON INV RLTD / 10 HRS MNTH / START 11/1/2023 7- 10/2024 / Blue Cross/Blue Shield / Non-Variable Insurance / INV RLTD / 2 HRS MNTH / 0.12 HRS DURING TRADING / START 04/01/2020

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-16
S63 Uniform Securities Agent State Law Examination 2014-07-23
  • S65 Uniform Investment Adviser Law Examination
    2014-10-16
  • S63 Uniform Securities Agent State Law Examination
    2014-07-23
Other Names
  • Devan Lee Fox
  • Devan Fox

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Danville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor