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60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-04 |
Branch Locations
60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hawthorn Woods | IL | 05/2023 | 03/2024 |
| Mundelein Baseball And Softball Association | Mundelein | IL | 08/2014 | 09/2018 |
| Mundelein High School | Mundelein | IL | 08/2015 | 05/2019 |
| University Of Kentucky | Lexington | KY | 08/2019 | 05/2023 |
| Pmg Wealth Management | Hawthorn Woods | IL | 06/2021 | 08/2022 |
| Lake Point | Wauconda | IL | 05/2020 | 08/2020 |
| Door Dash | Mundelein | IL | 09/2020 | 03/2021 |
| Pmg Wealth Management | Hawthorn Woods | IL | 05/2023 | 03/2024 |
| Pmg Wealth Management | Hawthorn Woods | IL | 03/2024 | Present |
| Lpl Financial, Llc | Hawthorn Woods | IL | 03/2024 | Present |
1) 09/01/2023 - Plan To Rise Above - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 05/15/2023 - PMG wealth management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 04/08/2024 - PMG Wealth Management - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 8/31/2023 - 160 Hrs/Mo; 40 Hrs During Trading - I provide investment advisory services through PMG Wealth Management, an independent investment advisor firm. I started this business activity in 08/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
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