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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-07-01 |
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Scottsdale | AZ | 06/2010 | 06/2022 |
| J.P. Morgan Securities Llc | Scottsdale | AZ | 10/2012 | 06/2022 |
| Lpl Financial, Llc | Downers Grove | IL | 07/2022 | Present |
1) 07/01/2022 - PWA Financial Services - Investment Related - Non-Variable Insurance -At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/01/2022 - Matthew Reynolds - Investment Related - Non-Variable Insurance -At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 3) 07/01/2022 - Professional Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hrs/Mth - 0 Hrs During Trading. 4) 10/07/2022 - RJM Wealth Management - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:07/01/2022 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 01/30/2024 - Partnerland LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 2 Hrs/Mth - 2 Hrs During Trading. 6) 06/23/2025 - Genesis Wealth LLC- Investment Related- DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 150 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-09 |
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