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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 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 | 11/1984 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Chicago | IL | 12/1984 | 07/2021 |
| Deborah Chinnapillai | Forest Park | IL | 08/1985 | 07/2021 |
| D.D.E. Partners, Llc | Evergreen Park | IL | 11/2020 | 07/2021 |
| Lpl Financial Llc | Evergreen Park | IL | 07/2021 | Present |
1)07/23/2021 - Core Wealth Capital Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2021 2)07/23/2021 - D.D.E. Partners, LLC - Business Entity For Tax/Investment Purposes Only - Rental and Expense payments. LLC will pass-through income from the partnership to the partners - Start: 12/2020 - 160 Hr/Mth 3)07/23/2021 - Real Estate Rental - Owner - 7244A Dixon St., Forest Park, IL 60130 - Inv Rel - Start: 1984 - 8 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-25 |
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