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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-18 |
Branch Locations
520 Lake Cook Rd., Ste 150, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Highland Park | IL | 11/2009 | 06/2026 |
| J.P. Morgan Securities Llc | Highland Park | IL | 10/2012 | 06/2026 |
| Lpl Financial, Llc | Deerfield | IL | 06/2026 | Present |
1. 06/2026 - Genesis Wealth LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 120 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/18/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-10 |
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