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Patrick Thomas Calhan

LPl Financial LLC

Oak Brook, IL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-30
TX RA APPROVED 2024-09-30
  • IL RA
    APPROVED
    Since 2024-09-30
  • TX RA
    APPROVED
    Since 2024-09-30

Branch Locations

2625 Butterfield Rd Ste 138S, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfg Oakbrook Terrace IL 06/2001 09/2024
Neigborhood Sealcoaters Agneva IL 06/2003 08/2017
Employee Benefit Risk Management Services-Ebrm Oakbrook IL 06/2011 11/2021
Transamerica Financial Advisors, Inc Oakbrook Terrace IL 01/2012 09/2024
Heartland Institute Of Financial Education Aurora CO 07/2012 Present
Plc Financial Group,Inc Chicago IL 04/2012 Present
Rental Property Lisle IL 01/2017 10/2020
Paramount Adjusters Chicago IL 09/2017 11/2021
College Loan Freedom Henderson NV 10/2020 05/2024
Lspn Pro, Llc Lindon UT 06/2021 05/2024
Wealthwave Oakbrook Terrace IL 02/2023 09/2024
Lpl Financial Llc Riverwoods IL 09/2024 Present
  • 06/2001 → 09/2024
    Wfg
    Oakbrook Terrace, IL
  • 06/2003 → 08/2017
    Neigborhood Sealcoaters
    Agneva, IL
  • 06/2011 → 11/2021
    Employee Benefit Risk Management Services-Ebrm
    Oakbrook, IL
  • 01/2012 → 09/2024
    Transamerica Financial Advisors, Inc
    Oakbrook Terrace, IL
  • 07/2012 → Present
    Heartland Institute Of Financial Education
    Aurora, CO
  • 04/2012 → Present
    Plc Financial Group,Inc
    Chicago, IL
  • 01/2017 → 10/2020
    Rental Property
    Lisle, IL
  • 09/2017 → 11/2021
    Paramount Adjusters
    Chicago, IL
  • 10/2020 → 05/2024
    College Loan Freedom
    Henderson, NV
  • 06/2021 → 05/2024
    Lspn Pro, Llc
    Lindon, UT
  • 02/2023 → 09/2024
    Wealthwave
    Oakbrook Terrace, IL
  • 09/2024 → Present
    Riverwoods, IL
Previous Registrations
Other Businesses

1) 08/2024 - HEARTLAND INSTITUTE OF FINANCIAL EDUCATION / Certified Financial Educator / Outside/W-2 Employment / Inv. Related / Greenwood Village, CO / Start date 07/01/2012 -4 Hrs per month - 10% Time Spent 2) 08/2024 - Patrick Calhan / Non-Variable Insurance / Inv. Related / Start date 09/16/1999 - 40 Hrs per month - 25% Time Spent 3) 08/2024 - Stratos Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 4) 08/2024 - PLC FINANCIAL GROUP INC, / Owner / Business Entity For Tax/Investment Purposes Only / Inv. Related / Riverwoods IL / Start date 04/01/2012 - 4 Hrs per month - 1 % Time Spent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-06
S63 Uniform Securities Agent State Law Examination 2000-06-05
  • S65 Uniform Investment Adviser Law Examination
    2016-06-06
  • S63 Uniform Securities Agent State Law Examination
    2000-06-05

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