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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-09-02
  • IL RA
    APPROVED
    Since 2015-09-02

Branch Locations

2101 Eastland Dr. Suite A2, Bloomington, IL 61704 • 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
Lpl Financial Llc Bloomington IL 11/2014 Present
Heartland Bank Bloomington IL 08/2014 01/2018
  • 11/2014 → Present
    Bloomington, IL
  • 08/2014 → 01/2018
    Heartland Bank
    Bloomington, IL
Other Businesses

1. 7/16/2018 - Fibonacci Wealth Alliance - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:01/01/2018 - 160 Hours Per Month/6 Hours During Trading. 2. 7/20/2018 - No Business Name - Not Investment Related - Bloomington, IL 61704 & Chicago, IL 60614 - Real Estate Rental - Property Owner/Landlord - Started 08/01/2008 - 0 Hours Per Month. 3. 12/23/2024- Funky Brew- Other - Business Owner- Not INV Related- Gridley, IL- Start date 01/06/2020

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-01
  • S66 Uniform Combined State Law Examination
    2015-09-01

View on SEC IAPD

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