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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-22 |
| IL | RA | APPROVED | 2021-04-05 |
Branch Locations
Downers Grove, IL • United States
2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Downers Grove | IL | 10/2015 | 03/2021 |
| Lpl Financial Llc | Downers Grove | IL | 04/2021 | Present |
1) 04/05/2021- Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - start date 4/2021- 160 Hours Per Month 8 hrsDuring Securities Trading. 2) 4/5/2021 - SCOTT CIMO - Real Estate Rental - Owner- Inv. Related - LOMBARD, IL - start date 6/1/2015 - 2hrs/mth 3) 4/5 /2021 - PWA - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - start date 4/2021- 160 Hours Per Month 8 hrsDuring Securities Trading. 4) 4/21/2021 - CF Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/12/2021 - 160 Hours Per Month During Securities Trading. 5) 10/15/2021 - PWA Financial Services, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/12/2021 - 2 Hours Per Month During Securities Trading. 6) 01/30/2024 - Partnerland LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 2 Hours Per Month/ During Trading 7) 07/30/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 04/04/2024 - 4 Hours Per Month/ During Trading 8) 06/16/2025 - 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 | 2015-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-11 |
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