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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-02 |
| TX | RA | APPROVED | 2024-07-02 |
Branch Locations
14300 S. Ravinia Ave Ste 200, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Romeoville | IL | 10/2012 | 07/2024 |
| Lpl Financial Llc | Orland Park | IL | 07/2024 | Present |
1. 07/02/2024 - Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel- At Reported Business Location (s) - Start date: 07/02/2024 - 160 Hrs/Mth - 0 Hrs During Trading. 2. 07/02/2024 - PWA - DBA for LPL Business (entity for LPL business) - Inv Rel- At Reported Business Location (s) - Start date: 07/02/2024 - 160 Hrs/Mth - 0 Hrs During Trading. 3. 07/02/2024 - Real Estate - Crest Hill, Il - Inv Rel - Start date: 11/1/2013 - 4 hrs per mnth 4. 07/02/2024- PWA Partners, LLC - DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) Start date: 07/02/2024 - 160 Hrs/Mth - 0 Hrs During Trading. 5. 01/13/2025 - Turvey Wealth Management LLC - Not Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/01/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 6. 06/17/2025 - 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 | 2011-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-09 |
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