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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED_RES | 2025-02-05 |
Branch Locations
2443 Warrenville Rd, Ste 115, Lisle, IL 60532 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Naperville | IL | 06/1995 | 03/2020 |
| Ameriprise Financial Services, Llc | Warrenville | IL | 03/2020 | 02/2025 |
| Lpl Financial, Llc | Lisle | IL | 02/2025 | Present |
1) 12/2024 - Wealth Advisory Growth Strategies /DBA for LPL Business (entity for LPL business) / inv related / Start date 01/23/2025 - 160 Hrs per month - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-19 |
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