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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-16 |
Branch Locations
4147 N. Harlem Ave, Norridge, IL 60706 • United States
8342 S Harlem Ave, Bridgeview, IL 60455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Rolling Meadows | IL | 02/2017 | 10/2017 |
| World Financial Group, Inc. | Rolling Meadows | IL | 12/2016 | 10/2017 |
| Bmo Harris | Barrington | IL | 12/2016 | 03/2018 |
| Vorwerk | Thousand Oaks | CA | 02/2018 | 09/2018 |
| Jpmorgan Chase Bank, N.A. | Schaumburg | IL | 03/2018 | 09/2022 |
| J.P. Morgan Securities Llc | Schaumburg | IL | 03/2018 | 09/2022 |
| Unemployed | Bloomingdale | IL | 08/2016 | 11/2016 |
| Lpl Financial | Wheaton | IL | 09/2022 | 06/2023 |
| Bmo Harris Bank | Wheaton | IL | 09/2022 | 06/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 06/2023 | 05/2025 |
| Lpl Financial Llc | Bridgeview | IL | 05/2025 | Present |
1- 05/15/2025 - PSFCU Wealth Management - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading 2- 05/15/2025 - Real Estate Rental - Investment Related - Schaumburg, IL - Start Date 05/16/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-03 |
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