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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED_RES | 2009-10-06 |
| IL | RA | APPROVED | 2009-09-08 |
Branch Locations
8172 S Cass Ave, Darien, IL 60561 • United States
Orlando, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associated Securities Corp. | Hoffman Estates | IL | 05/2004 | Present |
| Lpl Financial Corporation | Windermere | FL | 09/2009 | Present |
1. 09/14/10 - FOCUS RETIREMENT PLAN PARTNERS/ DBA ONLY/ HOFFMAN ESTATES, IL 2. 10/05/2010 -NON-VARIABLE INSURANCE, LOUIS KNOX FINANCIAL, SALE OF LIFE , HEALTH, DISABILITY LTC.,AND FIXED ANNUITY PRODUCTS, 25%. 3. 05/30/2024 - Anam Cara Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/20/2024 - 120 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-03 |
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