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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-01 |
| IL | RA | APPROVED | 1998-04-12 |
Branch Locations
1200 Harger Road, Suite 203, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Wealth Management Inc | Deerfield | IL | 01/1994 | Present |
| Linsco/Private Ledger Corp. | Rosemont | IL | 08/1997 | Present |
1. 09/15/2006 - Professional Wealth Management, Inc. - INV REL - Real Estate Rental - NO TIME SPENT = The real estate is an 8 story office building and I rent approximately 1650 square feet which is 1.59% of the office building. 2. 09/15/2006 - Professional Wealth Management, Inc. - IVN REL - Non-Variable Insurance - 50% TIME SPENT -M Since 1984 I have been selling individual and group insurance plans (life and health) 3. 10/22/2008 - Professional Wealth Management, Inc. - INV REL - Non-Variable Insurance DBA - 50 HOURS SPENT - PWM Inc is my dba for LPL business and for my insurance and benefits business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-24 |
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