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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
Branch Locations
1901 Butterfield Road Suite 250, Downers Grove, IL 60515 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch | Orland Park | IL | 06/2016 | 07/2017 |
| Iht Wealth Management Llc | Chicago | IL | 11/2017 | 08/2019 |
| Unemployed | Orland Park | IL | 08/2017 | 10/2017 |
| March Capital Corp | Chicago | IL | 07/2019 | 11/2020 |
| Opzii Inc | Chicago | IL | 04/2020 | 11/2020 |
| New York Life Insurance Co | Downers Grove | IL | 12/2020 | 04/2022 |
| Ny Life Securities Llc | Downers Grove | IL | 03/2021 | 04/2022 |
| Eagle Strategies Llc | Downers Grove | IL | 08/2021 | 06/2022 |
| Edward Jones | St Louis | MO | 06/2022 | 10/2023 |
| The Prudential Insurance Company Of America | Downers Grove | IL | 11/2023 | Present |
| Pruco Securities, Llc | Downers Grove | IL | 11/2023 | 11/2024 |
| Lpl Enterprise, Llc | Downers Grove | IL | 11/2024 | Present |
1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-08 |
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