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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-03-26 |
| GA | RA | APPROVED | 2026-03-20 |
| FL | RA | APPROVED | 2026-03-16 |
| NY | RA | APPROVED | 2026-03-03 |
| AZ | RA | APPROVED | 2026-02-27 |
| CA | RA | APPROVED | 2026-02-23 |
| MI | RA | APPROVED | 2026-02-23 |
| NC | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED_RES | 2026-02-19 |
| MT | RA | APPROVED | 2026-02-18 |
| MD | RA | APPROVED | 2026-02-17 |
| SC | RA | APPROVED | 2026-02-17 |
| UT | RA | APPROVED | 2026-02-17 |
| OH | RA | APPROVED | 2026-02-12 |
| PA | RA | APPROVED | 2026-02-12 |
| IL | RA | APPROVED | 2026-02-10 |
Branch Locations
2215 York Road Suite 214, Oak Brook, IL 60523 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Oakbrook Terrace | IL | 09/2009 | 08/2017 |
| Iht Wealth Management Llc | Oakbrook Terrace | IL | 08/2016 | 08/2017 |
| Grove Point Investments, Llc | Oak Brook | IL | 08/2017 | 05/2024 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 05/2024 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | Present |
| Lasalle St. Securities, Llc | Elmhurst | IL | 02/2026 | Present |
| Lasalle St. Investment Advisors, Llc | Elmhurst | IL | 02/2026 | Present |
Mann Financial Group, LLC; Fixed insurance sales; as of 11/1/2002; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-02 |
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