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Kristen Ann Vitale

LPl Financial LLC

Fort Mill, SC

River Forest, IL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-04-13
IL RA APPROVED 2022-04-11
  • SC RA
    APPROVED
    Since 2022-04-13
  • IL RA
    APPROVED
    Since 2022-04-11

Branch Locations

360 Kingsley Park Drive Suite 100, Fort Mill, SC 29715 • United States

River Forest, IL • 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
First Midwest Bank Chicago IL 04/2003 10/2021
Lpl Financial Llc Charlotte NC 10/2010 10/2021
Financial Resources Group Investment Services Fort Mill SC 10/2021 11/2025
Lpl Financial Fort Mill SC 03/2022 Present
  • 04/2003 → 10/2021
    First Midwest Bank
    Chicago, IL
  • 10/2010 → 10/2021
    Lpl Financial Llc
    Charlotte, NC
  • 10/2021 → 11/2025
    Financial Resources Group Investment Services
    Fort Mill, SC
  • 03/2022 → Present
    Lpl Financial
    Fort Mill, SC
Previous Registrations
  • 2010-11-02 → 2021-12-14
    Lpl Financial Llc
    Fort Mill, SC
    Itasca, IL
    Chicago, IL
    River Grove, IL
    Highland, IN
    Gurnee, IL
    Chicago, IL
  • 2004-08-16 → 2010-11-02
    Uvest Financial Services Group, Inc.
    Lockport, IL
    Bolingbrook, IL
    Crest Hill, IL
    Itasca, IL
    Itasca, IL
    Chicago, IL
    Chicago, IL
    Westmont, IL
Other Businesses

1) 4/2022- FINANCIAL RESOURCES GROUP- DBA for LPL Business (entity for LPL business)- inv. related- Fort Mill, SC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-12
S63 Uniform Securities Agent State Law Examination 1994-04-18
  • S65 Uniform Investment Adviser Law Examination
    2004-08-12
  • S63 Uniform Securities Agent State Law Examination
    1994-04-18
Other Names
  • Kristen Ann Konkolewski

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

More in Fort Mill, SC

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