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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-13 |
| IL | RA | APPROVED | 2022-04-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grindstone Wealth Management, Inc. | Carmi | IL | 01/2022 | 03/2022 |
| Farm Credit Mid-America | Evansville | IN | 07/2020 | 12/2021 |
| Banterra Bank | Mount Carmel | IL | 10/2016 | 05/2020 |
| Old National Bank/First Mid-Illinois Bank & Trust (Branch Sale) | Mount Carmel | IL | 01/2003 | 09/2016 |
| Lpl Financial, Llc | Carmi | IL | 11/2021 | Present |
| City Of Mt Carmel | Mt Carmel | IL | 05/2015 | Present |
1- 11/2021 / DBA for LPL Business (entity for LPL business) / Cornerstone Wealth Services / Investment Related / Carmi, IL 2- 03/03/2022 - No Business Name - Not Investment Related - 631 N Market St Mt Carmel, IL 62863 - Other - City Commissioner - Start Date - 2 Hours Per Month/ 0 Hours During Securities Trading - Time Spent 1%. 3- 10/14/2022 - The Pickett Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Producer - Start Date: 09/06/2022 - 3 Hours Per Month/3 Hours During Securities Trading. 4- 11/16/2022 - Ikemire Investments, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 11/08/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 5- 02/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-14 |
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