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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-28 |
Branch Locations
1000 Ravinia Place Suite B, Orland Park, IL 60462 • 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 |
|---|---|---|---|---|
| Wilshire Associates | Chicago | IL | 02/2013 | 09/2016 |
| Foreside Fund Services, Llc | Chicago | IL | 04/2013 | 09/2016 |
| Quaker Funds, Inc. | Homer Glen | IL | 09/2016 | 04/2017 |
| Foreside Fund Services, Llc | Homer Glen | IL | 12/2016 | 04/2017 |
| Symmetry Partners, Llc | Homer Glen | IL | 10/2017 | 06/2021 |
| Unemployed | Homer Glen | IL | 05/2017 | 09/2017 |
| Northern Lights Distributors, Llc | Omaha | NE | 02/2018 | 03/2018 |
| Camelot Portfolios, Llc | Maumee | OH | 09/2017 | 10/2017 |
| Foreside Financial Services, Llc | Homer Glen | IL | 09/2018 | 06/2021 |
| Innovation Partners Llc | Charlotte | NC | 06/2022 | 12/2023 |
| Mount Yale Investment Advisors, Llc | Orland Park | IL | 06/2021 | 11/2023 |
| Lpl Financial Llc | Orland Park | IL | 08/2024 | Present |
| Investorflow | Menlo Park | CA | 12/2023 | 07/2024 |
| Mariner Independent Advisor Network | Overland Park | KS | 11/2024 | 05/2026 |
1) 08/2024 - Proso Capital, LLC / Business Entity For Tax/ Owner / Investment Purposes Only / Not Inv. Related / Homer Glen IL / Start date 05/01/2017 - 1 % Time Spent 2) 08/2024 - Proso Capital, LLC - Real Estate Rental / Inv. Related / Chicago, IL 60622- 3262 / Start date 08/09/2024 - 3) 08/2024 - Mariner Advisor Network / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - 160 hrs per month - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-19 |
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