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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2025-11-10 |
Branch Locations
8600 Us Hwy 14 Ste 100, Crystal Lake, IL 60012 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
8600 Us Hwy 14 Ste 100, Crystal Lake, IL 60012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2021 | 11/2025 |
| Unemployed | Lake In The Hills | IL | 10/2021 | 12/2021 |
| Triantan Ccc, Llc | Itasca | IL | 10/2020 | 09/2021 |
| Excaltech | Lake Barrington | IL | 03/2020 | 09/2020 |
| Dorian Solutions | Crystal Lake | IL | 09/2018 | 03/2020 |
| Haw Benefits Corporation | Rolling Meadows | IL | 01/2008 | 09/2018 |
| Lpl Financial | Crystal Lake | IL | 11/2025 | Present |
| Noble Path Wealth Management | Crystal Lake | IL | 11/2025 | Present |
| Upstream Investment Partners | Crystal Lake | IL | 11/2025 | Present |
1) 10/2025 - Noble Path Wealth Management, LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 60 hrs per month - 100 % Time Spent Percent 2) 10/2025 - Shared Connections / Social Media / Podcast /Non Inv Related / Crystal Lake IL 60014 / Start date 03/01/2021 - 8 hrs per month - 1% Time Spent Percent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-08 |
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