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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-11-09 |
Branch Locations
2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Wheaton | IL | 10/2012 | 11/2020 |
| Lpl Financial, Llc | Downers Grove | IL | 11/2020 | Present |
1) 11/09/2020 - PWA - Professional Wealth Advisors LLC - Inv Rel - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) . 2) 12/27/2023 - Partnerland LLC - DBA for LPL Business (entity for LPL business - Inv Related - At Reported Business Location(s) - Start date: 1/1/2024 - 120 Hrs/mo; 8 Hrs During Trading. 3) 03/13/2025 - Other - Notary - Not Investment Related - At Reported Business Location(s) - Start Date:04/01/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 4) 08/26/2025 - 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 | 2010-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-09 |
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