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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-14 |
Branch Locations
1901 Butterfield Road Suite 250, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Downers Grove | IL | 10/2022 | 06/2024 |
| Unemployed | Glen Ellyn | IL | 06/2015 | 10/2022 |
| Nylife Securities Llc. | Downers Grove | IL | 02/2023 | 06/2024 |
| Tactical Financial Group | Downers Grove | IL | 05/2023 | 06/2024 |
| Eagle Strategies Llc | Downers Grove | IL | 09/2023 | 06/2024 |
| Car Caddie Valet Llc | Glen Ellyn | IL | 04/2013 | 04/2018 |
| Student | Chicago | IL | 02/2017 | 04/2022 |
| New York Life Ins Co | Downers Grove | IL | 01/2022 | 06/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2024 | 08/2024 |
| Northwestern Mutual Investment Services Llc | Elgin | IL | 07/2024 | 08/2024 |
| Pruco Securities, Llc. | Downers Grove | IL | 08/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Downers Grove | IL | 08/2024 | Present |
| Lpl Enterprise, Llc | Downers Grove | IL | 11/2024 | Present |
1) 02/03/2025 - Prudential Advisors - Non-Variable Insurance - Fixed life insurance, Health (long term care) and fixed annuities sales - INV Related - At Downers Grove, IL - Start Date 09/01/2024 - 30hrs/mth - 30hrs During Trading 2. 06/10/2025 - Liquid Wealth Advisors - DBA for LPL Business (entity for LPL business) - Downers Grove, IL - INV REL - Start Date 06/06/2025 - 140hrs/mth -130hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-07 |
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