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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-11-17 |
| TX | RA | APPROVED_RES | 2020-11-10 |
Branch Locations
2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • 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 | 11/2020 |
| Lpl Financial, Llc | Downers Grove | IL | 11/2020 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-19 |
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