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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-27 |
Branch Locations
1211 W. 22Nd St, Suite 209, Oak Brook, IL 60523 • United States
1211 W. 22Nd St, Suite 209, Oak Brook, IL 60523 • United States
Glenview, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Equities, Inc. | Cincinnati | OH | 03/1998 | 10/2018 |
| Unemployed | Glenview | IL | 10/2018 | 09/2019 |
| Lpl Financial | Chicago | IL | 10/2019 | Present |
1. 10/2019 - DBA for LPL Business (entity for LPL business) - GOODWORTH WEALTH MANAGEMENT LLC - Investment Related - Chicago, IL 2. 09/05/2023 - Archdiocese of Chicago - Outside/W-2 Employment - Substitute Teacher - Not Investment Related - Winnetka, IL or Glenview, IL - Start Date 09/25/2023 - 6 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-07 |
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