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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-09 |
Branch Locations
100 S. Saunders Road Suite 150, Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St Paul | MN | 01/2013 | 11/2017 |
| Gcg Financial Services, Inc. | Deerfield | IL | 01/2015 | 09/2025 |
| Alera Investment Advisors, Llc | Deerfield | IL | 11/2017 | 09/2025 |
| Triad Advisors | Norcross | GA | 11/2017 | 05/2020 |
| Triad Advisors | Norcross | GA | 05/2020 | 08/2024 |
| Osaic Wealth, Inc. | Deerfield | IL | 08/2024 | 09/2025 |
| Lpl Financial Llc | Glenview | IL | 09/2025 | Present |
1. 09/09/2025 - Big Fish Wealth Partners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) - OBA Start Date: 09/09/2025 - 160 Hour(s)/Month - 8 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-28 |
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