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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
| IL | RA | APPROVED | 2010-11-30 |
Branch Locations
3400 Wabash Ave, Springfield, IL 62711 • United States
850 E. Madison, Springfield, IL 62701 • United States
1140 Commercial Court, Chatham, IL 62629 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Springfield | Springfield | IL | 02/2007 | Present |
| Lpl Financial Llc | Springfield | IL | 11/2010 | Present |
1. 11/4/2010 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 1% - TERM AND WHOLE LIFE INSURANCE PRODUCTS SOLD THROUGH BANK INSURANCE AGENCY. 2. 2/20/2020 - BOS Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/31/2020 - 40 Hours Per Month/40 Hours During Securities Trading. 3. 02/13/2024 - Bank of Springfield - Non-Inv Related - Financial Institution Duty - Started: 3/1/2024 - 1 Hr/mo. 4. 03/07/2024 - BOS Wealth & Planning - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/11/2024 - 160 Hrs/Mo; 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-11 |
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