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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-11-17
TX RA APPROVED_RES 2020-11-10
  • IL RA
    APPROVED
    Since 2020-11-17
  • TX RA
    APPROVED_RES
    Since 2020-11-10

Branch Locations

2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Wheaton IL 10/2012 11/2020
Lpl Financial, Llc Downers Grove IL 11/2020 Present
Previous Registrations
  • 2012-10-01 → 2020-11-20
    Wheaton, IL
  • 2005-07-06 → 2012-10-01
    Chase Investment Services Corp.
    Chicago, IL
    Carol Stream, IL
    Glen Ellyn, IL
    Wheaton, IL
    Wheaton, IL
  • 2005-01-04 → 2005-07-06
    Banc One Securities Corporation
    Wheaton, IL
Other Businesses

1) 11/09/2020 - Real Estate Rental - Investment Related - Isle of Palms, SC - Start date: 11/1/2017 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 11/09/2020 - DBA for LPL Business (entity for LPL business) - PWA- Professional Wealth Advisors LLC - At Reported Business Location(s) 3) 11/09/2020 - DBA for LPL Business (entity for LPL business) - PWA - At Reported Business Location(s) - Inv Rel - 0 Hrs/Mth - 0 Hrs During Trading. 4) 4/20/2021 - PWA Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/01/2021 - 2 Hours Per Month/1 Hour During Securities Trading. 5) 10/7/2021 - Bryan L Schneider - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/04/2021 - 1 Hour Per Month During Securities Trading. 6) 10/13/2021 - PWA Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/01/2021 - 2 Hours Per Month 1 Hr During Securities Trading. 7) 06/13/2022 - Bryan Schneider Wealth Advisory LLLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 11/11/2020 - 1 Hours Per Month/ 1 Hours During Securities Trading. 8) 01/29/2024 - Partnerland LLC - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 1/1/2024 - 2 hrs/mo During Trading. 9) 06/16/2025 - Genesis Wealth LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 150 Hrs/Mth - 6 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-29
S63 Uniform Securities Agent State Law Examination 1998-05-19
  • S66 Uniform Combined State Law Examination
    2004-12-29
  • S63 Uniform Securities Agent State Law Examination
    1998-05-19
Other Names
  • Bryan Lamson Schneider

View on SEC IAPD

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