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Current Employers
Pmg Wealth Management

60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-02-10
  • IL RA
    APPROVED
    Since 2020-02-10

Branch Locations

60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047 • 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
Pmg Wealth Managmenet Hawthorn Woods IL 05/2018 07/2019
Michigan State University East Lansing MI 08/2015 05/2019
John Cabot University Rome 05/2017 07/2017
U-Haul Lincolnshire IL 05/2016 09/2016
Lpl Financial, Llc Hawthorn Woods IL 05/2018 Present
Pmg Wealth Management, Inc. Hawthorn Woods IL 08/2019 Present
  • 05/2018 → 07/2019
    Pmg Wealth Managmenet
    Hawthorn Woods, IL
  • 08/2015 → 05/2019
    Michigan State University
    East Lansing, MI
  • 05/2017 → 07/2017
    John Cabot University
    Rome
  • 05/2016 → 09/2016
    U-Haul
    Lincolnshire, IL
  • 05/2018 → Present
    Lpl Financial, Llc
    Hawthorn Woods, IL
  • 08/2019 → Present
    Pmg Wealth Management, Inc.
    Hawthorn Woods, IL
Other Businesses

1. 8/6/2019 - PMG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/1/2021 - PMG Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2020 - 40 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through PMG Wealth Management, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-30
  • S66 Uniform Combined State Law Examination
    2019-10-30
Designations

View on SEC IAPD

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