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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| IL | RA | APPROVED | 2022-11-30 |
Branch Locations
300 Washington St, Beardstown, IL 62618 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Beardstown | IL | 11/2012 | 11/2022 |
| Securities America Advisors, Inc. | Beardstown | IL | 11/2012 | 11/2022 |
| Lpl Financial Llc | Beardstown | IL | 11/2022 | Present |
| First National Bank Of Beardstown | Beardstown | IL | 11/2022 | Present |
1) 11/22/2022 - Krumboltz Farm - Farm - owner - Non investment related - 40 hours per month - Beardstown IL 62618 - Start date: 02/01/2021. 2)11/22/2022 - IOWA NATIONAL GUARD - Command Sergeant Major - Johnston, IA - Non investment related - 10 hours per month - Start date: 12/11/1985. 3) 11/22/2022 - Investment center - Non-Variable Insurance - United Life , Financial partners insurance agency LLC - Beardstown, IL 62618 - Investment related - 10 hours per month - Start date: 02/01/2022. 4) 11/22/2022 - INVESTMENT CENTER OF BEARDSTOWN - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-31 |
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