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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
| MO | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
8112 Maryland Ave. Suite 400, St. Louis, MO 63105 • United States
221 W Pointe Dr, Swansea, IL 62226 • United States
435 S. Elm Street Suite B, Centralia, IL 62801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bradley University | Peoria | IL | 08/2014 | 05/2018 |
| Thrivent Investment Management Inc | St Charles | MO | 06/2018 | 11/2021 |
| Thrivent Financial | Appleton | WI | 06/2018 | 08/2018 |
| Thrivent Financial | Appleton | WI | 09/2018 | 11/2018 |
| Thrivent Financial | Appleton | WI | 11/2018 | 11/2021 |
| Pruco Securities, Llc. | Swansea | IL | 11/2021 | 11/2024 |
| Prudential Insurance Company Of America | Swansea | IL | 11/2021 | Present |
| Lpl Enterprise, Llc | Centralia | IL | 11/2024 | Present |
1) 12/06/2024-Evergreen Wealth Strategies-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/27/2023-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-29 |
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