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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-04 |
| TX | RA | APPROVED | 2024-09-04 |
Branch Locations
14300 S. Ravinia Ave Ste 200, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Orland Park | IL | 10/2012 | 09/2024 |
| Tinley Park High School | Tinley Park | IL | 10/2015 | 08/2017 |
| Jp Morgan Chase Bank, N.A. | Orland Park | IL | 05/2010 | 09/2016 |
| Jp Morgan Chase Bank, N.A. | Orland Park | IL | 09/2016 | 10/2016 |
| Jp Morgan Chase Bank, N.A. | Orland Park | IL | 10/2016 | 09/2024 |
| Tinley Park High School | Tinley Park | IL | 11/2019 | 08/2020 |
| Lpl Financial Llc | Orland Park | IL | 09/2024 | Present |
1) 09/04/2024 - PWA Partners. LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start date: 09/04/2024 160 Hrs/Mth - 8 Hrs During Trading. 2) 09/04/2024 - PWA - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start date: 09/04/2024 160 Hrs/Mth - 8 Hrs During Trading. 3) 09/04/2024 - Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start date: 09/04/2024 160 Hrs/Mth - 8 Hrs During Trading. 4) 03/21/2025 - Wilke Financial LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At reported business location(s) - Start date:03/19/2025 - 12 Hrs/Mth - 1 Hrs During Trading. 5) 06/17/2025 - Genesis Wealth LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 150 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-25 |
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