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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-23 |
Branch Locations
231 S La Salle St # 13 13Th Floor, Chicago, IL 60604 • United States
400 Genesee Street Suite 2B, Delafield, WI 53018 • United States
13150 Watertown Plank Rd, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cabot Lodge Securities Llc | New York | NY | 07/2015 | 08/2017 |
| Cl Wealth Management Llc | New York | NY | 01/2016 | 08/2017 |
| Pnc Investments | Pittsburgh | PA | 08/2017 | 01/2020 |
| Wintrust Investments Llc | Chicago | IL | 01/2020 | 01/2025 |
| Lpl Financial Llc | Delafield | WI | 01/2025 | Present |
1. 01/2025- Non-Variable Insurance- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/20/2020- 40 Hours Per Month- 40 Hours During Trading 2. 01/2025- Wintrust Investments- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 01/20/2020- 120Hours Per Month- 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-04 |
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