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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-23 |
| IL | RA | APPROVED | 2006-01-18 |
Branch Locations
1901 N. Roselle Rd, Ste 800, Schaumburg, IL 60195 • 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 |
|---|---|---|---|---|
| Linsco Private Ledger | Schaumberg | IL | 01/2006 | Present |
1. 12/15/05 - OUTSIDE INSURANCE 2. 01/17/06 - MARACH FINANCIAL MANAGEMENT 3. 06/14/06 - REAL ESTATE RENTAL / CONDOMINIUM UNIT / 4770 ESTERO BLVD. #502 FT. MYERS BEACH, FL / 5% OF HOURS 4. 07/27/2007 - NON-VARIABLE INSURANCE - MARACH FINANCIAL MANAGEMENT / WRITING NON VARIABLE LIFE INSURANCE WITH VARIOUS PROVIDERS / 1% TIME SPENT. 5. 03/28/2019 - Marach Financial - Investment related - At reported business location(s) - Tax Prep/Accounting/CPA - start date:01/18/2006 - 12 hrs/mo - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-13 |
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