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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-06-28 |
| TX | RA | APPROVED | 2019-06-28 |
Branch Locations
10235 W. Lincoln Hwy, Frankfort, IL 60423 • United States
21116 Washington Parkway, Frankfort, IL 60423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Orland Park | IL | 10/2012 | 06/2019 |
| Lpl Financial Llc | Frankfort | IL | 06/2019 | Present |
1) 6/28/19- Atlas Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Frankfort, IL- start date 6/2019- 100% 2) 12/30/2021 - Valor Capital Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 2/1/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 3) 3/17/2023 - Valor Capital Partners Insurance Group LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date - 12/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading 4) 12/04/2023 - Patrick Jarzembowski, INC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/01/2019 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-02 |
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