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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-26 |
Branch Locations
201 West Main Street Suite C, Marion, IL 62959 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 05/2022 | 05/2025 |
| Illinois Dept. Of Corrections - Vienna Correctional Center | Vienna | IL | 01/2020 | 01/2022 |
| Illinois Dept. Of Corrections - Shawnee Correctional Center | Vienna | IL | 04/2018 | 12/2019 |
| Illinois Dept. Of Corrections - Shawnee Correctional Center | Vienna | IL | 12/2014 | 03/2018 |
| Mwa Financial Services Inc | Rock Island | IL | 01/2023 | 05/2025 |
| Retired (Unemployed) | Vienna | IL | 01/2022 | 05/2022 |
| The Assurance Group | Marion | IL | 05/2025 | 08/2025 |
| Integrity Alliance, Llc | Marion | IL | 07/2025 | 08/2025 |
| Lpl Enterprise, Llc | Marrion | IL | 08/2025 | Present |
1. 08/14/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Carrier Mills, IL - Start Date 08/11/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 08/14/2025 - TERRY GRISSOM N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Carrier Mills, IL - Start Date 08/11/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 3. 08/14/2025 - Blazing Star Lodge #458 - Non-Profit Board Member - NOT INV REL - Carrier Mills, IL - Start Date 12/16/2024 - 1 HR/MO | 0 HRS/MO DURING TRADING 4. 07/29/2026-OakRidge Wealth Management-Owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/29/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-08 |
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