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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-08 |
Branch Locations
935 West Armitage Avenue, Chicago, IL 60614 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
3620 N Clark St, Chicago, IL 60613 • United States
3620 N Clark St, Chicago, IL 60613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Chicago | IL | 11/2025 | 05/2026 |
| Lpl Financial Llc | Chicago | IL | 06/2026 | Present |
| Wintrust Bank | Chicago | IL | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 02/2016 | 04/2024 |
| Bank Of America, N.A. | Chicago | IL | 08/2019 | 04/2024 |
| Fifth Third Bank | Chicago | IL | 04/2024 | 10/2025 |
| Fifth Third Securities | Chicago | IL | 04/2024 | 10/2025 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wintrust Investments - Inv Rel - At Reported Business Location (s) - Start Date: 06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-14 |
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