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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-11-03
TX RA APPROVED_RES 2023-11-03
  • IL RA
    APPROVED
    Since 2023-11-03
  • TX RA
    APPROVED_RES
    Since 2023-11-03

Branch Locations

14300 S. Ravinia Ave Ste 200, Orland Park, IL 60462 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

14300 S. Ravinia Ave Ste 200, Orland Park, IL 60462 • 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
J.P. Morgan Securities Llc Orland Park IL 10/2012 11/2023
Lpl Financial Llc Orland Park IL 11/2023 Present
Previous Registrations
  • 2012-10-01 → 2023-11-04
    Matteson, IL
    Oak Forest, IL
    Orland Park, IL
    Tinley Park, IL
    Alsip, IL
    Orland Park, IL
  • 2011-03-21 → 2012-10-01
    Chase Investment Services Corp.
    Olympia Fields, IL
    Oak Forest, IL
    Homewood, IL
    Orland Park, IL
    Matteson, IL
    Homewood, IL
    Chicago, IL
    New Lenox, IL
Other Businesses

1) 11/03/2023 - PWA, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date:11/03/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 11/03/2023 - Professional Wealth Advisors LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) -Start Date:11/03/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 3)11/03/2023 - PWA FS / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) -Start Date:11/03/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 4) 11/03/2023 - Professional Wealth Advisors Insurance Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent - Start Date:11/03/2023 5) 01/10/2024 - Koleno Financial LLC - Non-Investment Related - At reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 11/3/2023 - 0 Hrs/Mo. 6) 01/29/2024 - Partnerland LLC - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 1/1/2024 - 2 Hrs/Mo During trading. 7) 06/24/2025 - Genesis Wealth LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:07/01/2025 - 150 Hrs/Mth - 6 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-14
S63 Uniform Securities Agent State Law Examination 2005-04-12
  • S65 Uniform Investment Adviser Law Examination
    2011-03-14
  • S63 Uniform Securities Agent State Law Examination
    2005-04-12
Other Names
  • Andrew C Koleno
  • Drew Koleno

View on SEC IAPD

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