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Charles Louis Rosen

LPl Enterprise, LLC

Northbrook, IL

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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-06
TX RA APPROVED 2025-01-06
  • IL RA
    APPROVED
    Since 2025-01-06
  • TX RA
    APPROVED
    Since 2025-01-06

Branch Locations

425 Huehl Road Suite 16B, Northbrook, IL 60062 • 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
Aegis Capital Corp Northbrook IL 11/2023 01/2025
Marc Jacobson And Associates Northbrook IL 05/2020 11/2023
Marc Jacobson And Associates Northbrook IL 06/2014 06/2018
North Suburban Special Recreation Association Northbrook IL 05/2019 08/2019
Ups Northbrook IL 12/2019 01/2020
Unemployed Northbrook IL 02/2020 04/2020
Unemployed Northbrook IL 07/2018 04/2019
Unemployed Northbrook IL 09/2019 11/2019
Lpl Enterprise Northbrook IL 01/2025 Present
  • 11/2023 → 01/2025
    Northbrook, IL
  • 05/2020 → 11/2023
    Marc Jacobson And Associates
    Northbrook, IL
  • 06/2014 → 06/2018
    Marc Jacobson And Associates
    Northbrook, IL
  • 05/2019 → 08/2019
    North Suburban Special Recreation Association
    Northbrook, IL
  • 12/2019 → 01/2020
    Ups
    Northbrook, IL
  • 02/2020 → 04/2020
    Unemployed
    Northbrook, IL
  • 07/2018 → 04/2019
    Unemployed
    Northbrook, IL
  • 09/2019 → 11/2019
    Unemployed
    Northbrook, IL
  • 01/2025 → Present
    Lpl Enterprise
    Northbrook, IL
Previous Registrations
Other Businesses

1) 11/12/2024 - Marc Jacobson & Associates LLC - Non-Variable Insurance - Asst VP of Operations - start date 04/09/2024 - Northbrook, IL - Investment Related - 10 hrs/mth 2) 11/13/2024 - Marc Jacobson & Associates LLC - DBA for LPL Business (entity for LPL business) - start date 04/09/2024 - at reported business location(s) - Investment Related 3) 11/12/2024 - Eugene Cohen Agency Inc - Non-Variable Insurance - Agent/Producer - Skokie, IL - start date 04/09/2024 - 10 hrs/mth - investment related 4) 02/05/2026-JRC Legacy Partners LLC-Single Member of LLC-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 01/01/2026-160hrs/mth-160hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-23
  • S66 Uniform Combined State Law Examination
    2024-01-23

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