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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-01 |
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 |
|---|---|---|---|---|
| Unemployed. | Chicago | IL | 10/2025 | 04/2026 |
| Wintrust Bank | Chicago | IL | 04/2026 | Present |
| Lpl Financial Llc | Chicago | IL | 06/2026 | Present |
| Ameriprise Financial Services, Llc | Joliet | IL | 09/2024 | 10/2025 |
| The University Of Iowa | Iowa City | IA | 08/2018 | 05/2022 |
| The University Of Iowa | Iowa City | IA | 08/2022 | 05/2024 |
| Stella | Iowa City | IA | 07/2021 | 06/2024 |
| The University Of Iowa Mba Program | Iowa City | IA | 03/2024 | 05/2024 |
| Mouthmedia Network | New York | NY | 01/2021 | 08/2021 |
| The University Of Iowa Housing & Dining | Iowa City | IA | 10/2018 | 10/2019 |
| University Manor Apartments | Cedar Falls | IA | 09/2016 | 08/2018 |
| Unemployed | Iowa City | IA | 07/2024 | 08/2024 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wintrust Investments - Inv Rel - At Reported Business Location (s) - Start Date : 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-08 |
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