Beth Ann O'malley

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-07-21
TX	RA	APPROVED_RES	2021-07-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Waddell & Reed, Inc	Oak Brook	IL	11/2008	07/2021
Various Insurance Carriers For W&R Insurance Agencies	Wheaton	IL	12/2008	07/2021
Patricia Marusarz	Oak Brook	IL	04/2012	07/2021
Ronald Barton	Oak Brook	IL	04/2012	07/2021
William Cartwright	Oak Brook	IL	05/2015	07/2021
Casten For Congress	Downers Grove	IL	09/2018	11/2018
Triwealth Partners Llc	Downers Grove	IL	01/2019	07/2021
Lpl Financial Llc	Oak Brook	IL	07/2021	Present

11/2008 → 07/2021

Waddell & Reed, Inc

Oak Brook, IL
12/2008 → 07/2021

Various Insurance Carriers For W&R Insurance Agencies

Wheaton, IL
04/2012 → 07/2021

Patricia Marusarz

Oak Brook, IL
04/2012 → 07/2021

Ronald Barton

Oak Brook, IL
05/2015 → 07/2021

William Cartwright

Oak Brook, IL
09/2018 → 11/2018

Casten For Congress

Downers Grove, IL
01/2019 → 07/2021

Triwealth Partners Llc

Downers Grove, IL
07/2021 → Present

Lpl Financial Llc

Oak Brook, IL

1)2019- TriWealth Partners LLC- DBA for LPL Business (entity for LPL business)- inv. related- Oak Brook, IL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-02-12