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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-04-05 |
| TX | RA | APPROVED | 2021-04-05 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Orland Park | IL | 02/2011 | 08/2017 |
| J.P. Morgan Securities Llc | Naperville | IL | 10/2012 | 08/2017 |
| Fifth Third Securities | Orland Park | IL | 08/2017 | 10/2019 |
| Jp Morgan Securities, Llc | Wheaton | IL | 10/2019 | 04/2021 |
| Jp Morgan Chase Bank, N.A. | Wheaton | IL | 10/2019 | 04/2021 |
| Lpl Financial Llc | Downers Grove | IL | 04/2021 | Present |
1) 4/5/2021 - PWA - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 04/5/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 4/5/2021- Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 04/5/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 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 4) 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 | 2013-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
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