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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Oak Brook | IL | 03/1997 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lemont | IL | 05/1997 | 07/2021 |
| Rental Property | Chicago | IL | 11/2006 | Present |
| Triwealth Partners, Llc | Downers Grove | IL | 01/2019 | Present |
| Lpl Financial, Llc | Oak Brook | IL | 07/2021 | Present |
1. 2019/Michael McNally/TriWealth Partners/DBA for LPL Business (entity for LPL business)/Investment Related/0 HRS/MO/Oak Brook, IL 2. 2019/TriWealth Partners LLC/Business Entity For Tax/Investment Purposes Only/Investment Related/40 HRS/MO/Oak Brook, IL 3. 12/6/2021 - MEZ - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/01/2021 - 60 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-01 |
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