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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-12 |
Branch Locations
2101 Eastland Dr. Suite A2, Bloomington, IL 61704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planners, Inc. | Bloomington | IL | 05/2016 | 12/2019 |
| Sean P. Craig | Bloomington | IL | 07/2014 | 12/2019 |
| Lincoln College | Normal | IL | 08/2016 | 06/2019 |
| Country Capital Management Company | Bloomington | IL | 03/2021 | 07/2021 |
| Country Trust Bank | Bloomington | IL | 03/2021 | 07/2021 |
| Country Insurance Affiliates | Bloomington | IL | 03/2021 | 07/2021 |
| Vale Church | Bloomington | IL | 08/2020 | 08/2021 |
| Scottsdale Wealth Planning, Inc. | Scottsdale | AZ | 01/2020 | 08/2020 |
| Ipi Wealth Management, Inc. | Bloomington | IL | 07/2014 | 12/2019 |
| Lpl Financial Llc | Bloomington | IL | 08/2021 | Present |
1) 07/13/2023 - FIBONACCI WEALTH ALLIANCE - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/03/2021 - 160 Hours Per Month/ 8 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-14 |
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