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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-07-06 |
| FL | RA | APPROVED | 2018-09-14 |
| IL | RA | APPROVED | 2018-07-25 |
| KY | RA | APPROVED | 2016-04-18 |
| MI | RA | APPROVED | 2015-11-30 |
| GA | RA | APPROVED | 2012-09-06 |
| IN | RA | APPROVED | 2012-08-02 |
Branch Locations
8555 River Road Suite 470, Indianapolis, IN 46240 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • 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 |
|---|---|---|---|---|
| Lasalle St. Securities, L.L.C. | Elmhurst | IL | 01/2006 | Present |
FIXED INSURANCE; KEYSTONE WEALTH MANAGEMENT, INC - PRESIDENT-BUSINESS CREATED FOR TAX AND ACCOUNTING BENEFITS FOR SELF-EMPLOYMENT; LASALLE ST. INVESTMENT ADVISORS, L.L.C.-RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-15 |
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