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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-08 |
| TX | RA | APPROVED | 2025-04-08 |
Branch Locations
2443 Warrenville Rd, Ste 115, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Plainfield | IL | 11/2014 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Aurora | IL | 01/2015 | 08/2019 |
| Jpmorgan Chase Bank, N.A. | Aurora | IL | 09/2019 | 04/2025 |
| Jp Morgan Securities Llc | Aurora | IL | 09/2019 | 04/2025 |
| Lpl Financial, Llc | Lisle | IL | 04/2025 | Present |
1- 09/2024 / Upstream Investment Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-10 |
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