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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-13
  • IL RA
    APPROVED
    Since 2026-07-13

Branch Locations

8342 S Harlem Ave, Bridgeview, IL 60455 • 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
Erik Nelson's Insurance Agency Palos Heights IL 10/2022 07/2026
State Farm Vp Management Corp Palos Heights IL 05/2025 07/2026
Gk Real Estate Services Co Orland Park IL 04/2013 04/2025
State Farm Investment Management Corp Palos Heights IL 04/2026 07/2026
Lpl Financial Llc Bridgeview IL 07/2026 Present
Polish & Slavic Federal Credit Union Bridgeview IL 07/2026 Present
  • 10/2022 → 07/2026
    Erik Nelson's Insurance Agency
    Palos Heights, IL
  • 05/2025 → 07/2026
    State Farm Vp Management Corp
    Palos Heights, IL
  • 04/2013 → 04/2025
    Gk Real Estate Services Co
    Orland Park, IL
  • 04/2026 → 07/2026
    Palos Heights, IL
  • 07/2026 → Present
    Bridgeview, IL
  • 07/2026 → Present
    Polish & Slavic Federal Credit Union
    Bridgeview, IL
Previous Registrations
Other Businesses

1: 06/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name PSFCU Wealth Management - Investment Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-01
S63 Uniform Securities Agent State Law Examination 2025-11-01
  • S65 Uniform Investment Adviser Law Examination
    2026-04-01
  • S63 Uniform Securities Agent State Law Examination
    2025-11-01
Other Names
  • Kasia Kot
  • Katarzyna Walus

View on SEC IAPD

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