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291 N Archer Ave, Mundelein, IL 60060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
24 Greenway Plaza Suite 1800-Q, Houston, TX 77046 • United States
291 N Archer Ave, Mundelein, IL 60060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig Valic | Houston | TX | 06/2006 | 11/2022 |
| Lpl Financial, Llc | Porter | TX | 08/2024 | Present |
| Valic | Houston | TX | 01/2006 | 09/2022 |
| Ts Financial Group | Lake Forest | IL | 11/2022 | 07/2026 |
| Tsfg, Llc | Lake Forest | IL | 08/2024 | 07/2026 |
| Tsfg, Llc | Lake Forest | IL | 12/2022 | 07/2026 |
| 15 Wealth Advisors Llc | Houston | TX | 07/2026 | Present |
1.12/01/2022; Not Your Daddy's Sports Collection; Other - Family Business; Not Investment Related; 24523 Hartwick Falls Drive Porter,TX; Start Date 12/01/2021; 1hrs/mth; 0hrs during trading 2.12/01/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name TS Financial Group; Investment Related; at Reported Business Location(s); Start Date 12/01/2022; 140hrs/mth; 8hrs during trading 3.04/22/2024; Bruna Financial Group, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/09/2024; 160hrs/mth; 8hrs during trading 4.06/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 09/24/2024; 35hrs/mth; 35hrs during trading 5.06/26/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth; Investment Related; at Reported Business Location(s); Start Date 12/01/2023; 100hrs/mth; 100hrs during trading 6.06/26/2026; GradePoint Insurance- dba 15 Insurance Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/09/2024; 5hrs/mth; 5hrs during trading 7.07/31/2026; (Hybrid) 15 Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 20hrs/mth; 10hrs during trading; I provide investment advisory services through 15 Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 07/2026. I expect to spend approximately 20 hours per month on this activity. Please see the Form ADV for the advisory firm 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-23 |
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