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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-16 |
| IL | RA | APPROVED | 2021-01-29 |
Branch Locations
2700 Patriot Blvd Ste 250, Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Park Ridge | IL | 06/2014 | 04/2017 |
| Alpha Cubed Investments, Llc | Wheaton | IL | 04/2017 | 09/2018 |
| Greensview Wealth Management Llc | Chicago | IL | 09/2018 | 12/2018 |
| Citigroup Global Markets, Inc. | Northbrook | IL | 12/2018 | 04/2020 |
| Cetera Advisors | Denver | CO | 04/2020 | 01/2021 |
| Megent Financial | Orland Park | IL | 04/2020 | 11/2020 |
| Lpl Financial Llc | Glenview | IL | 01/2021 | Present |
| Bankers Bank | Elk Grove Village | IL | 01/2021 | 04/2024 |
1. 2/3/2021 - Glenview Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2021 - 160 Hours Per Month/120 Hours During Securities Trading. 2. 4/22/2021 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date: 4/21/2021 - 20 Hours Per Month/1 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-24 |
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