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Daniel Edward Wilkinson

LPl Financial LLC

Westmont, IL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-02
IL RA APPROVED 2022-11-21
  • TX RA
    APPROVED_RES
    Since 2026-02-02
  • IL RA
    APPROVED
    Since 2022-11-21

Branch Locations

900 Oakmont Ln Ste 105, Westmont, IL 60559 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Woodridge IL 08/2012 08/2018
Fajitas Mexican Restaurant Countryside IL 06/2019 08/2019
Lagrange Country Club Lagrange Park IL 03/2020 08/2020
Etiquette Financial Partners Westmont IL 06/2021 01/2022
Depauw University Greencastle IN 08/2018 05/2022
Nazareth Academy Lagrange Park IL 08/2014 05/2018
First Congregational Church Of Lagrange Lagrange IL 01/2017 05/2017
Etiquette Financial Partners Westmont IL 03/2021 08/2022
Lpl Financial Westmont IL 05/2021 Present
  • 08/2012 → 08/2018
    Self-Employed
    Woodridge, IL
  • 06/2019 → 08/2019
    Fajitas Mexican Restaurant
    Countryside, IL
  • 03/2020 → 08/2020
    Lagrange Country Club
    Lagrange Park, IL
  • 06/2021 → 01/2022
    Etiquette Financial Partners
    Westmont, IL
  • 08/2018 → 05/2022
    Depauw University
    Greencastle, IN
  • 08/2014 → 05/2018
    Nazareth Academy
    Lagrange Park, IL
  • 01/2017 → 05/2017
    First Congregational Church Of Lagrange
    Lagrange, IL
  • 03/2021 → 08/2022
    Etiquette Financial Partners
    Westmont, IL
  • 05/2021 → Present
    Lpl Financial
    Westmont, IL
Other Businesses

1-08/2022 / Etiquette Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / Westmont, IL

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
  • S66 Uniform Combined State Law Examination
    2022-11-18

View on SEC IAPD

Other Firms

FIFTH THIRD SECURITIES, INC.
MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC.
TRUE NORTH MANAGEMENT PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FORUM FINANCIAL MANAGEMENT, LP
EDWARD JONES
VISTAMARK INVESTMENTS
DAYBREAK WEALTH, LLC

Other Investors

LUIS A MARKIN
Joseph Huckleby
Khadia Michel
WILLIAM KYLE HAZEN
THOMAS MICHAEL NOLAN
CHRISTOPHER JOHN JAMES
ERIC RAYMOND DEGNAN
LINDSEY MARIE DRISCOLL

Other Offices

FIFTH THIRD SECURITIES, INC. · WESTMONT, IL
MAGELLAN INVESTMENT PARTNERS NORTH AMERICA, INC. · WESTMONT, IL
TRUE NORTH MANAGEMENT PARTNERS, LLC · WESTMONT, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Westmont, IL
FORUM FINANCIAL MANAGEMENT, LP · WESTMONT, IL
EDWARD JONES · CLARENDON HILLS, IL
VISTAMARK INVESTMENTS · HINSDALE, IL
DAYBREAK WEALTH, LLC · HINSDALE, IL

More in Westmont, IL

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