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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-05-14 |
Branch Locations
1308 North Richmond Rd, Mchenry, IL 60050 • United States
Salem, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Midwest Bank | Mchenry | IL | 08/2017 | 10/2022 |
| Chase Bank | Libertyville | IL | 11/2015 | 08/2017 |
| Lpl Financial, Llc | Mchenry | IL | 08/2017 | Present |
| Old National Bank | Mchenry | IL | 10/2022 | Present |
1) 08/25/2022 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisory Assistant - Start Date - 07/11/2022 - 2 Hours Per Month/2 Hours During Securities Trading. 2) 03/31/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month 3) 01/20/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Hatton, Reakes & Associates - Investment Related - At Reported Business Location(s) - Start Date 01/16/2026 - 160 Hours Per Month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-14 |
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