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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-04 |
| IL | RA | APPROVED | 2021-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis Financial Group | Springfield | IL | 09/2020 | 06/2021 |
| Dovenmuehle Mortgage | Lake Zurich | IL | 06/2018 | 09/2020 |
| University Of Missouri St. Louis | St. Louis | MO | 09/2014 | 05/2018 |
| Northwestern Mutual | Bloomington | IL | 05/2017 | 09/2017 |
| Lpl Financial, Llc | Springfield | IL | 07/2021 | Present |
1. 10/1/2021 - BOS Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/1/2021. 2. 02/13/2024 - Bank of Springfield - Non-Inv related - Financial Institution Duty - Started: 3/1/2024 - 1 Hr/Mo. 3. 03/07/2024 - BOS Wealth & Planning - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/11/2024 - 160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
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