Stewart John Burchfield

Current Employers

Employment History

• 09/2015 → 10/2020
  Tiaa
  Wheaton, IL
• 09/2015 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Wheaton, IL
• 11/2020 → Present
  Lpl Financial, Llc
  Downers Grove, IL

Previous Registrations

• 2015-10-29 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Wheaton, IL
• 2009-09-15 → 2012-05-15
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
• 2005-07-06 → 2009-09-04
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2004-12-08 → 2005-07-06
  Banc One Securities Corporation
  Chicago, IL
• 2002-03-12 → 2004-03-03
  Morgan Stanley Dw Inc.
  Oak Brook, IL

Other Businesses

1) 11/12/2020 - Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 10/26/2020 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 11/12/2020 - PWA - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 10/26/2020 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 08/06/2021 - Burchfield Investments Group - Not Investment Related - Naperville, IL - Business Entity For Tax/Investment Purposes Only - President of Sole Owner S-Corp - Start Date: 06/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 4) 10/7/2021 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - - Licensed Insurance Agent - Started 10/01/2021 - 2 Hours Per Month/1 Hour During Securities Trading. 5. 06/17/2025 - Genesis Wealth LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2025 - 150 Hours Per Month/6 Hour During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-29

Other Names

• Stewart Burchfield