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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-18 |
| WI | RA | APPROVED | 2026-06-30 |
Branch Locations
Des Plaines, IL • United States
7500 Green Bay Rd, Kenosha, WI 53142 • United States
8046 39Th Ave, Kenosha, WI 53142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Chicago | IL | 05/2020 | 12/2023 |
| Loyola University | Chicago | IL | 08/2016 | 05/2020 |
| Live Nation Entertainment | Chicago | IL | 01/2020 | 04/2020 |
| Loyola University Chicago/Work-Study | Chicago | IL | 11/2016 | 12/2019 |
| Morgan Stanley, Lukas-Cohen Group | Chicago | IL | 01/2019 | 05/2019 |
| Ubs Financial Services, Hartman-Curio Group | Northbrook | IL | 01/2018 | 01/2019 |
| Ubs Financial Services, Hartman-Curio Group | Northbrook | IL | 05/2017 | 08/2017 |
| Mcadam Llc | Chicago | IL | 11/2021 | 12/2023 |
| The Tranel Financial Group | Libertyville | IL | 02/2024 | 06/2026 |
| Harbour Investments, Inc. | Madison | WI | 01/2026 | 06/2026 |
| 818 Capital Group, Llc | Libertyville | IL | 02/2024 | 06/2026 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 02/2024 | 12/2025 |
| Lpl Financial Llc | Kenosha | WI | 06/2026 | Present |
| Johnson Financial Group | Kenosha | WI | 06/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Johnson Financial Group Financial Advisors - Inv Rel - At Reported Business Location (s) - Start Date: 6/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-06 |
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