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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-13 |
Branch Locations
520 Lake Cook Rd., Ste 150, Deerfield, IL 60015 • United States
14300 S. Ravinia Ave Ste 200, Orland Park, IL 60462 • United States
2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • United States
1700 E Golf Rd., Ste 225, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase | Wheaton | IL | 03/2012 | 02/2021 |
| Lpl Financial, Llc | Downers Grove | IL | 01/2021 | Present |
1. 03/04/2021 - PROFESSIONAL WEALTH ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ DOWNERS GROVE, IL 2. 03/04/2021 - PWA/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ DOWNERS GROVE, IL 3. 05/12/2022-PWA Partners, LLC- INVESTMENT RELATED-- At Reported Business location(s)- DBA for LPL Business (entity for LPL business)- START DATE: 05/10/2022-160Hours Per Month/6 Hours During Securities Trading. 4. 12/13/2023 - Partnerland LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 40 Hours Per Month/ 9 Hours During Trading 5. 01/29/2024 - Tanglis LLC - Non-Inv related - Wheaton, IL - Business Entity For Tax/Investment Purposes Only - Started: 1/1/2024 - 5 Hrs/mo During Trading. 6) 05/23/2025 - Genesis Wealth LLC-Investment Related-DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 150 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-09 |
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