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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-03 |
| IL | RA | APPROVED | 2009-09-08 |
Branch Locations
19 S Bothwell St Ste 103, Palatine, IL 60067-6100 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Select Benefits Inc | Arlington Hts | IL | 09/1995 | Present |
| Lpl Financial Corporation | Arlington Heights | IL | 09/2009 | Present |
1. 02/24/2010 - MORAN RETIREMENT & FINANCIAL ADVISORS, FIXED INSURANCE BUSINESS, NON-VARIABLE INSURANCE DBA, 50%. 2. 8/24/2011: NON-VARIABLE INSURANCE - SELECT BENEFITS INC. - FIXED INSURANCE - TIME SPENT 40% - PALATINE, IL. 3. 05/25/2023 - Moran RFA - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/01/2009 - 160 Hours Per Month/ 120 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-09 |
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