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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-20 |
| IL | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Oak Financial | Lincoln | IL | 06/2024 | Present |
| Archer Daniels Midland | Decatur | IL | 05/2023 | 08/2023 |
| Mclane Midwest | Danville | IL | 05/2022 | 07/2022 |
| Fastenal | Danville | IL | 11/2019 | 08/2021 |
| Mcdonalds | Danville | IL | 07/2018 | 11/2019 |
| Full Time Education | Danville | IL | 08/2019 | 05/2020 |
| Full Time Education | Danville | IL | 08/2020 | 05/2021 |
| Full Time Education | Normal | IL | 08/2021 | 05/2022 |
| Full Time Education | Normal | IL | 08/2022 | 05/2023 |
| Full Time Education | Normal | IL | 08/2023 | 05/2024 |
| Lpl Financial Llc | Lincoln | IL | 06/2025 | Present |
| Full Time Education | Danville | IL | 05/2015 | 05/2019 |
1) 07/09/2025 - Red Oak Financial - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) - Start Date:06/13/2025 - 0Hrs/Mth - 0 Hrs During Trading-100% Time Spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-15 |
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