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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-21 |
| OH | RA | APPROVED | 2024-03-11 |
| MI | RA | APPROVED | 2024-01-11 |
| VA | RA | APPROVED | 2023-09-27 |
Branch Locations
780 Lynnhaven Pkwy Ste 400, Virginia Beach, VA 23452 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2009 | 09/2023 |
| Lasalle St. Securities, Llc | Elmhurst | IL | 09/2023 | Present |
| Lasalle St. Investment Advisors, Llc | Elmhurst | IL | 09/2023 | Present |
1.FIXED INSURANCE SALES UNDER NAME NTRUST WEALTH MANAGEMENT, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. DBA- INTRUST Financial MANAGEMENT, A PRIVATE ENTITY CREATED FOR OPERATING YOUR SECURITIES AND INVESTMENT ADVISORY BUSINESS, AS MEMBER AND 100% OWNER, CONDUCTED AT BRANCH, INVESTMENT RELATED. 3. CHRIS LONG & STACY L. LONG, LLC - RENTAL PROPERTY HOLDING COMPANY; NOT INVESTMENT RELATED; NOT CONDUCTED AT BRANCH 4. STACY L. LONG, LLC; PRESIDENT; FINANCIAL SERVICES, PLANNING, INSURANCE 5, Medicare Advantage Agent- helping people sign up for a Medicare Advantage Health Plan. Sustaining Advisor to The Junior League of Norfold-Virgina Beach Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-28 |
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