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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-12-16 |
Branch Locations
2655 Warrenville Rd Ste 175, 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 |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Hinsdale | IL | 03/2013 | 07/2018 |
| Wells Fargo Clearing Services Llc | Chicago | IL | 07/2018 | 02/2019 |
| Wintrust Investments | Chicago | IL | 02/2019 | 10/2019 |
| Great Lakes Advisors | Chicago | IL | 02/2019 | 10/2019 |
| Lasalle Street Securities | Elmhurst | IL | 01/2019 | 02/2019 |
| Lpl Financial, Llc | Downers Grove | IL | 10/2019 | Present |
1. 10/30/2019 - Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 11/8/19 0 Hrs/Mth - 0 Hrs During Trading. 2. 10/30/2019 - PWA - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 11/8/19 0 Hrs/Mth - 0 Hrs During Trading. 3. 01/30/2024 - Partnerland LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 120 Hours Per Month/ 8 Hours During Trading 4) 06/12/2025 - GENESIS WEALTH LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 160 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-07 |
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