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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-06-12 |
| TX | RA | APPROVED_RES | 2020-06-03 |
Branch Locations
1300 Higgins Rd Ste 218, Park Ridge, IL 60068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Chicago | IL | 05/2016 | 06/2020 |
| Lpl Financial, Llc | Park Ridge | IL | 06/2020 | Present |
| Chicago Patrolmen's Fcu | Park Ridge | IL | 09/2020 | 04/2025 |
| National Police Fcu | Chicago | IL | 04/2025 | Present |
1. 6/3/2020 - INTEGRATED FINANCIAL CONCEPTS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 05/01/2012 - 20 Hours Per Month/2 Hours During Securities Trading - Time Spent 20%. 2. 12/3/2020 - Integrated Financial Concepts - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/04/2010 - 10 Hours Per Month/5 Hours During Securities Trading - Selling Universal Life, Term life, LTC Hybrids, long term care ins and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-20 |
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