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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED_RES | 2026-06-22 |
Branch Locations
520 Lake Cook Rd., Ste 150, Deerfield, IL 60015 • 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 | Wheaton | IL | 10/2012 | 06/2026 |
| Jpmorgan Chase Bank, N.A. | Wheaton | IL | 12/2005 | 06/2026 |
| Lpl Financial. Llc | Deerfield | IL | 06/2026 | Present |
1.06/18/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Genesis Wealth LLC; Investment Related; at Reported Business Location(s); Start Date 06/18/2026; 160hrs/mth; 40hrs during trading 2.06/18/2026; Alan Feutz; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/18/2026; 5hrs/mth; 5hrs during trading 3.08/20/2026; Feutz Wealth Management LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/18/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
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