James V Petitpren

Current Employers

Employment History

• 10/2016 → Present
  Lpl Financial, Llc
  Chicago, IL
• 03/2015 → 10/2016
  Bmo Harris Financial Advisors
  Chicago, IL
• 03/2015 → 10/2016
  Bmo Private Bank
  Chicago, IL
• 10/2016 → 10/2018
  Iht Wealth Managment, Llc
  Chicago, IL
• 10/2018 → 04/2025
  Orba Wealth Advisors, Llc
  Chicago, IL
• 03/2025 → Present
  Greenstone Belt Wealth Advisors, Llc
  Chicago, IL

Previous Registrations

• 2018-11-01 → 2025-06-13
  Orba Wealth Advisors, Llc
  Chicago, IL
• 2016-10-27 → 2018-10-24
  Iht Wealth Management Llc
  Chicago, IL
  Chicago, IL
• 2009-09-01 → 2012-07-11
  Morgan Stanley
  Chicago, IL
  Chicago, IL
• 2009-07-02 → 2009-10-12
  Lpl Financial Llc
  Skokie, IL
• 2002-06-04 → 2003-08-04
  Morgan Stanley Dw Inc.
  Chicago, IL

Other Businesses

1) 05/08/2025 - Greenstone Belt Wealth Advisors - Inv. Related - Registered Investment Advisor Hybrid - At reported business locations - Start Date:05/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Greenstone Belt Wealth Advisors, an independent investment advisor firm. I started this business activity in 05/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2) 10/24/2016 - Greenstone Belt Wealth Advisors - Inv. Related - Chicago, IL - At reported business locations - Start Date:10/24/2016 - 160 Hrs/Mth - 40 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-01

Other Names

• James V Petitpren