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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-09-21 |
Branch Locations
2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Wheaton | IL | 11/2015 | 01/2019 |
| Jp Morgan Securities Llc | Wheaton | IL | 11/2015 | 01/2019 |
| Corepower Yoga | Glen Ellyn | IL | 02/2017 | 01/2019 |
| Fifth Third Bank | Wheaton | IL | 01/2019 | 02/2020 |
| Fifth Third Securities | Wheaton | IL | 01/2019 | 02/2020 |
| Afin Family Wealth Management | Oakbrook | IL | 03/2020 | 09/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2020 | 09/2021 |
| Cetera Investment Advisers Llc | Oakbrook | IL | 03/2020 | 09/2021 |
| Lpl Financial Llc | Downers Grove | IL | 09/2021 | Present |
1) 9/17/2021- Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - 0 Hrs/Mth - 0 Hrs During Trading. 2) 9/17/2021 - PWA - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 01/30/2024 - Partnerland LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 120 Hours Per Month/ 8 Hours During Trading 4) 06/12/2025 - Genesis Wealth LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 07/01/2025 - 160 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-15 |
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