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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-20 |
| IL | RA | APPROVED | 2024-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sacred Heart-Griffin High School | Springfield | IL | 08/2015 | 05/2019 |
| Unemployed | Springfield | IL | 05/2019 | 09/2019 |
| University Of Wisconsin-Whitewater | Whitewater | WI | 09/2019 | 12/2019 |
| Bank Of Springfield | Springfield | IL | 06/2023 | Present |
| Ameriprise Financial | Springfield | IL | 06/2022 | 07/2022 |
| Illinois Wesleyan University | Springfield | IL | 01/2020 | 05/2022 |
| Illinois Wesleyan University | Springfield | IL | 08/2022 | 05/2023 |
| Lpl Financial | Springfield | IL | 01/2024 | Present |
1) 06/2024 - BOS Investment Services / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 01/15/2025- Bank of Springfield- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 160 Hours Per Month- 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-12 |
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