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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
| IL | RA | APPROVED | 2025-01-23 |
Branch Locations
231 S La Salle St # 13 13Th Floor, Chicago, IL 60604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wintrust Wealth Management | Chicago | IL | 08/2022 | 01/2025 |
| Hills Bank | Iowa City | IA | 09/2021 | 07/2022 |
| Cambridge Investment Research | Fairfield | IA | 06/2021 | 08/2021 |
| Cambridge Investment Research | Fairfield | IA | 05/2020 | 02/2021 |
| Adpi | Iowa City | IA | 08/2018 | 03/2020 |
| Merriweather Post Pavilion | Columbia | MD | 06/2018 | 09/2018 |
| Kiwanis Wallace Park | Ellicott City | MD | 04/2013 | 09/2018 |
| University Of Iowa | Iowa City | IA | 08/2017 | 05/2021 |
| Glenelg High School | Glenelg | MD | 08/2013 | 05/2017 |
| Lpl Financial Llc | Chicago | IL | 01/2025 | Present |
1- 01/2025- Wintrust Investments- DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 08/29/2022- 175 hours per month/ 135 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
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