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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-10 |
| IL | RA | APPROVED | 2016-04-04 |
Branch Locations
1308 North Richmond Rd, Mchenry, IL 60050 • United States
3805 N. Johnsburg Road, Johnsburg, IL 60051 • United States
1777 N Cedar Lake Rd, Round Lake Beach, IL 60073 • United States
7540 W Capitol Dr, Milwaukee, WI 53216 • United States
Gurnee, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Mchenry | IL | 04/2016 | Present |
| First Midwest Bank | River Grove | IL | 04/2016 | 02/2022 |
| Old National Bank | Mchenry | IL | 02/2022 | Present |
1. 02/12/2024 - Old National Bank Corporation - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor, Wealth Advisor - 10/05/2023 - 1 Hour Per Month During Securities Trading 2. 04/02/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/02/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-24 |
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