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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-06 |
| IL | RA | APPROVED | 2024-02-05 |
Branch Locations
477 South 3Rd Street Suite 220, Geneva, IL 60134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neader Insurance | Geneva | IL | 08/2003 | 01/2022 |
| Fsc Securities Corporation | Geneva | IL | 08/2008 | 07/2022 |
| Neaco Advisory, Inc. | Geneva | IL | 01/2010 | 12/2021 |
| Third Street Advisors, Llc | Geneva | IL | 01/2003 | 01/2024 |
| Sagepoint Financial, Inc. | Geneva | IL | 07/2022 | 09/2023 |
| Osaic Wealth, Inc. | Geneva | IL | 09/2023 | 02/2024 |
| Lpl Financial Llc | Geneva | IL | 02/2024 | Present |
1) 01/19/2024 - D303 Substitute Teacher - Outside/W-2 Employment - IL 60174 - Non investment related - 2 Hours per month - Start date: 01/01/2001. 2) 01/19/2024 - Real Estate Rental - owner - IL 60148 - Investment related - 2 Hours per month - Start date: 03/01/1984. 3) 01/19/2024 - Equity Design Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 60 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-21 |
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