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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-27 |
| IL | RA | APPROVED | 2022-04-14 |
| TX | RA | APPROVED | 2022-04-14 |
Branch Locations
14300 S. Ravinia Ave Ste 200, Orland Park, IL 60462 • United States
Lakewood Ranch, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Hinsdale | IL | 09/2013 | 04/2022 |
| Roll Tide Properties, Llc. | Lakewood Ranch | FL | 11/2018 | 04/2022 |
| Lpl Financial, Llc | Downers Grove | IL | 04/2022 | Present |
1.04/14/2022; Non-Variable Insurance; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/01/2022; hrs/mth; hrs during trading 2.07/05/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PWA; Investment Related; at Reported Business Location(s); Start Date 04/14/2022; 40hrs/mth; 40hrs during trading 3.11/06/2023; Roll Tide Properties, LLC; Real Estate Rental; Investment Related; 249 Washington Parkway Frankfort,IL; Start Date 11/01/2019; 2hrs/mth; 0hrs during trading 4.04/19/2024; Partnerland, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 02/01/2024; 2hrs/mth; 2hrs during trading 5.06/17/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Genesis Wealth LLC; Investment Related; at Reported Business Location(s); Start Date 07/01/2025; 150hrs/mth; 6hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-11 |
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