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Makinzie Renea Stack

Leelyn Smith, LLC

Geneva, IL

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Current Employers
Leelyn Smith, Llc

10 N. Third Street, Geneva, IL 60134 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-05-07
  • IL RA
    APPROVED
    Since 2018-05-07

Branch Locations

10 N. Third Street, Geneva, IL 60134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Leelyn Smith, Llc Geneva IL 01/2013 Present
Lpl Financial Llc Geneva IL 11/2017 Present
Lpl Financial Llc Geneva IL 05/2018 08/2020
  • 01/2013 → Present
    Geneva, IL
  • 11/2017 → Present
    Lpl Financial Llc
    Geneva, IL
  • 05/2018 → 08/2020
    Lpl Financial Llc
    Geneva, IL
Other Businesses

1. 5/23/2018 - The Retirement Network LTD - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/01/2018 - 40 Hours Per Month During Securities Trading - I provide administrative support to The Retirement Network LTD, an independent investment advisor firm. I started this business activity in 05/01/2018. I expect to spend approximately 40 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 11/08/2019 - The Retirement Network - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:11/5/2019 - 160 hrs/mo - 160 hrs during trading. 3. 3/12/2020 - Leelyn Smith - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/4/2020. 4. 9/9/2020 - Leelyn Smith, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 08/2020 - 40 Hours Per Month During Securities Trading - I provide administrative support to Leelyn Smith LLC, an independent investment advisor firm. I started this business activity in 08/2020. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 3/3/2021 - No Business Name - Not Investment Related - Other-Notary Public - Start Date: 3/3/2017 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-30
  • S66 Uniform Combined State Law Examination
    2018-04-30
Other Names
  • Makinzie Stack
  • Makinzie Renea Fritschle

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