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Lawrence Stephen Pershing

Optimum Retirement Planning LLC

Libertyville, IL

Libertyville, IL

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Current Employers
Optimum Retirement Planning Llc

1580 S. Milwaukee Ave. Suite 506, Libertyville, IL 60048 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-05
LA RA APPROVED 2024-04-15
TX RA APPROVED_RES 2024-04-15
IL RA APPROVED 2021-04-29
  • CA RA
    APPROVED
    Since 2024-06-05
  • LA RA
    APPROVED
    Since 2024-04-15
  • TX RA
    APPROVED_RES
    Since 2024-04-15
  • IL RA
    APPROVED
    Since 2021-04-29

Branch Locations

1580 S. Milwaukee Ave. Suite 506, Libertyville, IL 60048 • United States

Libertyville, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Warrenville IL 05/2016 09/2017
Mediqus Asset Advisors, Inc Chicago IL 09/2017 05/2021
Uber Los Angeles CA 03/2016 09/2016
Optimum Retirement Planning Llc Chicago IL 01/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-01
  • S66 Uniform Combined State Law Examination
    2016-07-01
Designations
Other Names
  • Larry Stephen Pershing

View on SEC IAPD

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