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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-03-20 |
| TX | RA | APPROVED_RES | 2020-03-09 |
Branch Locations
2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Willowbrook | IL | 10/2012 | 03/2020 |
| Lpl Financial Llc | Downers Grove | IL | 03/2020 | Present |
1)03/05/2020 - DBA for LPL Business (entity for LPL business) - Professional Wealth Advisors, LLC - Investment Related - DOWNERS GROVE, IL 60515 - Start Date:03/06/2020 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 03/05/2020 - Non-Variable Insurance - PWA Insurance Services - Investment Related - DOWNERS GROVE, IL 60515 - Start Date:03/06/2020 - 10 Hrs/Mth - 2 Hrs During Trading. 3) 03/05/2020 - DBA for LPL Business (entity for LPL business) - PWA -Investment Related - DOWNERS GROVE, IL 60515 - Start Date:03/06/2020 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 7/27/2020 - Persky Wealth Advisory LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/15/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 5) 07/07/2025 - Genesis Wealth LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 150 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-30 |
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