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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-02 |
Branch Locations
2443 Warrenville Rd, Ste 115, Lisle, IL 60532 • United States
Crystal Lake, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2018 | 05/2024 |
| Producer Resources, Inc. | Downers Grove | IL | 10/2016 | 05/2018 |
| Unemployed | Island Lake | IL | 08/2016 | 10/2016 |
| Lpl Financial Llc | Lisle | IL | 05/2024 | Present |
1) 05/02/2024 - Upstream Investment Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:05/02/2024 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 10/03/2024 - Anstedt Financial LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/29/2024 - 160 Hours Per Month/ 140 Hours During Trading 3) 02/12/2025-Anstedt Financial- DBA for LPL Business (entity for LPL business)- Anstedt Financial Planning- INV Related- At reported business location(s)- Start date 01/27/2025- 160 Hours Per Month- 150 Hours During Trading 4) 07/11/2025 - Outside/W-2 Employment - Not Investment Related - Home Based - Start Date:07/21/2025 - 120 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
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