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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-05-18 |
Branch Locations
2655 Warrenville Road, Ste 110, Downers Grove, IL 60515 • United States
Orland Park, IL • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orland Park | IL | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orland Park | IL | 11/2016 | 05/2018 |
| Lpl Financial | Orland Park | IL | 05/2018 | Present |
1)05/18/2018 - DBA for LPL Business (entity for LPL business) - HighPoint Planning Partners - 100% - Orland Park IL 60462
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-04 |
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