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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-13 |
| FL | RA | APPROVED | 2025-04-22 |
| CO | RA | APPROVED | 2025-04-16 |
| IL | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
20 North Wacker Drive Suite 3010, Chicago, IL 60606 • United States
1901 Butterfield Road Suite 250, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valinor Management | New York | NY | 03/2008 | 07/2017 |
| Jhl Capital Group | Chicago | IL | 10/2018 | 12/2020 |
| Unemployed | Chicago | IL | 08/2017 | 09/2018 |
| Unemployed | Chicago | IL | 01/2021 | 10/2021 |
| National Life Group | Chicago | IL | 11/2021 | 09/2023 |
| Equity Services Inc | Montpelier | VT | 01/2022 | 09/2023 |
| The Prudential Insurance Company Of America | Chicago | IL | 10/2023 | Present |
| Pruco Securities Llc | Chicago | IL | 10/2023 | 11/2024 |
| Lpl Enterprise, Llc | Chicago | IL | 11/2024 | Present |
1) 12/17/2024 - Prudential - Life Insurance Sales Representative - OBA being created for proprietary fixed life sales - Non-Variable Insurance - Inv Related - At CHICAGO, IL - Start Date 12/16/2024 - 5hrs/mth - 5hrs/mth During Trading 2) 09/17/2024 - National Life Group - I use this OBA to service existing clients who have policies with National Life Group. I also maintain the option to offer National Life Group's IUL to prospective clients, if it is the best insurance policy available to achieve their financial objectives - Non-Variable Insurance - Inv Related - At CHICAGO, IL - Start Date 10/02/2023 - 0hrs/mth - 5hrs/mth During Trading 3) 09/17/2024 - Leavitt-Schiller Townhomes Association - Create annual budget, pay association bills, attend association meetings, assist with hiring and payment of association service personnel - Non-Profit Board Member - Non Inv Related - At CHICAGO, IL - Start Date 10/04/2022 - 5hrs/mth - 5hrs/mth During Trading 4) 02/26/2026-Velocity Wealth Enhancement Advisors-Partner / Financial Planner and Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 03/31/2026-175hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-21 |
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