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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
3000 Woodcreek Dr. Suite 210, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Oak Brook | IL | 10/2007 | 01/2024 |
| Osaic Wealth, Inc. | Oakbrook Terrace | IL | 01/2024 | 09/2025 |
| Lpl Financial Llc | Downers Grove | IL | 09/2025 | Present |
1- 03/10/2026 - Robert L Metz, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Downers Grove, IL - Start Date 02/11/2026 - 120 hours per month/ during trading 2- 04/10/2026 - Robert L Metz - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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