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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-02 |
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 | Woodridge | IL | 10/2012 | 01/2026 |
| Jpmorgan Chase Bank, N.A. | Woodridge | IL | 07/2002 | 01/2026 |
| Lpl Financial Llc | Downers Grove | IL | 01/2026 | Present |
1. 12/2025 - GENESIS WEALTH LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 170 Hrs/Mth - 140 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 01/02/2026 2. 02/05/2026 - HENDERSON PREMIER FINANCIAL SERVICES LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/05/2026 - 140 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-24 |
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