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500 Park Blvd Suite 1440, Itasca, IL 60143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-07-03 |
| IL | RA | APPROVED | 2004-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Chicago | IL | 07/1998 | Present |
| Leslie Global Wealth, Llc | Chicago | IL | 03/2012 | 01/2026 |
| Leslie Global Wealth, Llc | Chicago | IL | 01/2026 | Present |
(1) 12/22/2004: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - SELLING FIXED INSURANCE PRODUCTS (2) 03/29/2012: Leslie Global Wealth, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 06/02/2015: Leslie Global Wealth, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Leslie Global Wealth, LLC - Investment Related - 221 N LaSalle Street, Suite 2020, Chicago, IL 60601 - Start 05/15/2015 - 150 Hr/Mo; 130 Hour(s) During Securities Trading - Advisor will serve as an Investment Advisor Representative under the Leslie Global Wealth, LLC RIA. Activities may include financial planning for hourly or fixed fees, rendering investment advice for a fee, retirement plan consulting, or other related financial consulting. This RIA Leslie Global Wealth, LLC is also the DBA for LPL business. (4) 10/04/2016: LGW Aviation, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 205 N Michigan Avenue, Suite 3912, Chicago, IL 60601 - Start 09/26/2016 - 1 Hr/Mo; 1 Hour(s) During Securities Trading - Manager & Owner of LLC formed for purpose of owning an aircraft and leasing to my firm and myself to operate. Entity has zero employees and uses same mailing address as my securities business. (5) 01/15/2026 - LGW Holding Company, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/18/2025 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-13 |
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