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291 N Archer Ave, Mundelein, IL 60060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
291 N Archer Ave, Mundelein, IL 60060 • United States
24 Greenway Plaza Suite 1800-O, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors Inc | Houston | TX | 01/2021 | 12/2023 |
| Unemployed / Covid-19 | Tucson | AZ | 08/2020 | 01/2021 |
| Dba Axis Recruiting Solutions | Tucson | AZ | 02/2020 | 08/2020 |
| Enterprise Holdings, Inc | Tucson | AZ | 09/2019 | 02/2020 |
| Dba Noe's Crepes Coffee & Tea | Conroe | TX | 01/2019 | 09/2019 |
| Sam Houston State University | Huntsville | TX | 08/2018 | 01/2019 |
| Dba Third Gen Coffee | The Woodlands | TX | 05/2018 | 08/2018 |
| Sam Houston State University | Huntsville | TX | 09/2017 | 05/2018 |
| College Works Painting | The Woodlands | TX | 09/2016 | 10/2017 |
| Dba Patio On The Square Cafe | Huntsville | TX | 08/2016 | 01/2017 |
| Agia | Houston | TX | 12/2022 | 12/2023 |
| Tsfg, Llc | Conroe | TX | 05/2024 | 07/2026 |
| Self-Employed | Conroe | TX | 12/2023 | 04/2024 |
| Lpl Financial Llc | Conroe | TX | 05/2024 | Present |
| 15 Wealth Advisors Llc | Houston | TX | 07/2026 | Present |
1.05/01/2024; CH Financial Group, PLLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/18/2024; 160hrs/mth; 8hrs during trading 2.08/11/2025; BackNine; Capitas; GradePoint Insurance - DBA The Fifteen Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/31/2024; 10hrs/mth; 10hrs during trading 3.08/20/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth; Investment Related; at Reported Business Location(s); Start Date 08/19/2025; 40hrs/mth; 40hrs during trading 4.11/10/2025; Cafe Siena; Other - Coffee Business; Not Investment Related; ; Start Date 11/17/2025; 15hrs/mth; 0hrs during trading 5.08/07/2026; (Hybrid) 15 Wealth Advisors LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 120hrs/mth; 120hrs during trading; I provide investment advisory services through 15 Wealth Advisors LLC, an independent investment advisor firm. I started this business activity in 07/2026. I expect to spend approximately 120 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-29 |
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