Inactive

Megan Trolley

Wholestory Wealth LLC

CRD 2999487

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Employer firm

Wholestory Wealth LLC CRD 341889

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Wholestory Wealth Llc

Greensboro, NC • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-07-21
NC	RA	APPROVED	2026-05-22

IL RA
APPROVED

Since 2026-07-21
NC RA
APPROVED

Since 2026-05-22

Branch Locations

Kenilworth, IL • United States

Greensboro, NC • 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

Organization	City	State	From	To
Self-Employed	Chicago	IL	03/2023	03/2026
Wholestory Wealth Llc	Kenilworth	IL	03/2026	Present
Quinn Opportunity Partners	Chicago	IL	11/2021	03/2023
Self-Employed	Chicago	IL	04/2011	11/2021

03/2023 → 03/2026

Self-Employed

Chicago, IL
03/2026 → Present

Wholestory Wealth Llc

Kenilworth, IL
11/2021 → 03/2023

Quinn Opportunity Partners

Chicago, IL
04/2011 → 11/2021

Self-Employed

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-11
S63	Uniform Securities Agent State Law Examination	1998-03-05

S65 Uniform Investment Adviser Law Examination

2026-02-11
S63 Uniform Securities Agent State Law Examination

1998-03-05

Other Names

Megan Driscoll
Megan Cassin Driscoll

View on SEC IAPD

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