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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| IL | RA | APPROVED | 2021-07-21 |
Branch Locations
9730 S Western Ave, Ste 440, Evergreen Park, IL 60805 • 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. | Evergreen Park | IL | 01/1984 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Chicago | IL | 11/1983 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Matteson | IL | 11/1983 | 07/2021 |
| D.D.E. Partners, Llc | Evergreen Park | IL | 11/2020 | 07/2021 |
| Lpl Financial Llc | Evergreen Park | IL | 07/2021 | Present |
1) 1/2021 - DBA for LPL Business (entity for LPL business) - CORE WEALTH CAPITAL PARTNERS - Investment Related - EVERGREEN PARK, IL 60805 2) 12/2020 - Business Entity For Tax/Investment Purposes Only - D.D.E. PARTNERS, LLC - Not Investment Related - 160 hr/mon - EVERGREEN PARK, IL 60805 3) 7/2021 - Non-Variable Insurance - Darryl Lewis - Investment Related - EVERGREEN PARK, IL 60805
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-25 |
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