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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-03 |
| TX | RA | APPROVED | 2023-01-03 |
Branch Locations
14300 S. Ravinia Ave Ste 200, Orland Park, IL 60462 • 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 | 07/2007 | 01/2023 |
| Jp Morgan Chase Bank, N.A. | Orland Park | IL | 03/2012 | 01/2023 |
| Lpl Financial Llc | Orland Park | IL | 01/2023 | Present |
1) 1/03/2023- Professional Wealth Advisors LLC- DBA for LPL Business (entity for LPL business) - inv. related- At Reported Business Location(s) - Start date -01/3/2022 - 160 Hrs/Mth - 40 Hrs During Trading. 2) 1/03/2023- PWA FS - DBA for LPL Business (entity for LPL business) - inv. related - At Reported Business Location(s) - Start date -01/3/2022 - 160 Hrs/Mth - 40 Hrs During Trading. 3) 1/3/2023 -Professional Wealth Advisors Insurance Services - DBA for LPL Business (entity for LPL business) - inv. related - At Reported Business Location(s) - Start date -01/3/2022 - 160 Hrs/Mth - 40 Hrs During Trading. 4) 1/3/2023- Adam Skotnicki - DBA for LPL Business (entity for LPL business) - inv. related - At Reported Business Location(s) - Start date -01/3/2022 - 160 Hrs/Mth - 40 Hrs During Trading. 5) 2/22/2023 - AENS FINANCIAL LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/06/2023 - 1 Hours Per Month/0 Hours During Securities Trading 6) 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 - 2 Hours Per Month/ During Trading 7) 07/30/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/04/2024 - 1 Hour Per Month/ During Trading 8) 06/17/2025 - 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 | 2007-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-30 |
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