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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-08-31 |
Branch Locations
19065 Hickory Creek Dr Ste 310, Mokena, IL 60448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chicago | IL | 12/2015 | 10/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2016 | 10/2016 |
| Bank Of America, N.A. | Oak Lawn | IL | 10/2016 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oak Lawn | IL | 10/2016 | 03/2020 |
| Lpl Financial Llc | Mokena | IL | 07/2021 | Present |
| Unemployed | Chicago | IL | 03/2020 | Present |
1)10/03/2022 - WRI INVESTMENTS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/21/2021 - 100 Hours Per Month/100 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-25 |
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