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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
| IL | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
10062 W 190Th Pl, Ste 202, Mokena, IL 60448 • United States
Fort Myers, FL • United States
Frankfort, IL • United States
1800 Nations Dr Ste 201, Gurnee, IL 60031 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Mokena | IL | 05/2015 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Frankfort | IL | 05/2015 | 07/2021 |
| Aqc Llc | Mokena | IL | 03/2016 | 01/2018 |
| Light The Lamp Wealth Management Llc | Frankfort | IL | 05/2020 | Present |
| Lpl Financial Llc | Mokena | IL | 07/2021 | Present |
1. 9/16/2021 - Heritage Wealth Partners - Investment Related - 1800 Nations Drive, Suite 201, Gurnee, IL 60031 & At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 08/30/2021 - 40 Hours Per Month/40 Hours During Securities Trading. 2- 05/2020 / DBA for LPL Business (entity for LPL business) / Light the Lamp Wealth Management, LLC / Investment Related / St, Frankfort , IL, , 60423 3- 04/25/2022 - Heritage Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/30/2021 - 40 Hours Per Month/ 40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-12 |
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