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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
2651 Warrenville Road Ste 200, Downers Grove, IL 60515 • United States
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 | Hinsdale | IL | 07/2018 | 01/2023 |
| Jp Morgan Chase Bank, N.A. | Hinsdale | IL | 07/2018 | 01/2023 |
| Jp Morgan Chase Bank, N.A. | Elmhurst | IL | 07/2008 | 06/2018 |
| Lpl Financial Llc | Orland Park | IL | 01/2023 | Present |
1) 1/3/2023- Professional Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 1/3/2023 - 160 Hrs/Mth - 40 Hrs During Trading. 2) 1/3/2023- PWA FS - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 1/3/2023 - 160 Hrs/Mth - 40 Hrs During Trading. 3) 1/3/2023- Professional Wealth Advisors Insurance Services (PWA Insurance Services) - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 1/3/2023 - 160 Hrs/Mth - 40 Hrs During Trading. 4) 1/3/2023 - Young Living Essential Oils - Direct Sales - non-inv. related - Lehi, UT - start date 2/1/2017 - 1 Hours Per Month/ 0 Hours During Trading 5) 1/3/2023- PWA - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - 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 - 120 Hours Per Month/ 8 Hours During Trading 7) 06/16/2025 - GENESIS WEALTH LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 160 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-24 |
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