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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henderson Global Investors (North America) Inc. | Chicago | IL | 04/2015 | 09/2016 |
| Foreside Fund Services, Llc | Chicago | IL | 04/2015 | 09/2016 |
| Nuveen Llc | Chicago | IL | 09/2016 | 01/2020 |
| Nuveen Llc | Chicago | IL | 01/2020 | 11/2020 |
| Unemployed | Chicago | IL | 11/2020 | 04/2021 |
| Fiducient Advisors Llc | Chicago | IL | 04/2021 | 03/2024 |
| Fpg Investments, Llc Dba Fpg Wealth | Chicago | IL | 03/2024 | 05/2025 |
| Lpl Financial Llc | Oak Brook | IL | 05/2025 | Present |
1. 06/02/2025- TriWealth Partners- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/40 Hrs During Trading- Start Date 06/10/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 2015-10-19 |
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