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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-01-22
  • IL RA
    APPROVED
    Since 2020-01-22

Branch Locations

9700 W 131St St, Palos Park, IL 60464 • United States

12600 S Harlem Ave, Palos Heights, IL 60463 • United States

15900 S. Wolf Rd, Orland Park, IL 60467 • United States

10635 S. Ewing Ave., Chicago, IL 60617 • United States

10635 S. Ewing Ave, Chicago, IL 60617 • United States

2400 West 95Th Street, Evergreen Park, IL 60805 • United States

24509 West Lockport St, Plainfield, IL 60544 • United States

220 W Main Street, Morris, IL 60450 • United States

7940 S. Harlem Avenue, Bridgeview, IL 60455 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 10/2017 04/2019
Team Enterprises Fort Lauderdale FL 09/2017 03/2018
2 Babes In Business Laurel MD 09/2017 03/2018
Unemployed Philadelphia PA 08/2017 09/2017
Whole Foods Market, Inc. Austin TX 11/2014 07/2017
Bank Of America, N.A. Philadelphia PA 04/2018 04/2019
Lpl Financial Llc Orland Park IL 12/2019 Present
Unemployed Orland Park IL 05/2019 11/2019
First Midwest Bank Orland Park IL 12/2019 02/2022
Old National Bank Orland Park IL 02/2022 Present
  • 10/2017 → 04/2019
    Philadelphia, PA
  • 09/2017 → 03/2018
    Team Enterprises
    Fort Lauderdale, FL
  • 09/2017 → 03/2018
    2 Babes In Business
    Laurel, MD
  • 08/2017 → 09/2017
    Unemployed
    Philadelphia, PA
  • 11/2014 → 07/2017
    Whole Foods Market, Inc.
    Austin, TX
  • 04/2018 → 04/2019
    Bank Of America, N.A.
    Philadelphia, PA
  • 12/2019 → Present
    Orland Park, IL
  • 05/2019 → 11/2019
    Unemployed
    Orland Park, IL
  • 12/2019 → 02/2022
    First Midwest Bank
    Orland Park, IL
  • 02/2022 → Present
    Old National Bank
    Orland Park, IL
Previous Registrations
Other Businesses

1. 09/26/2022 - No Business Name - Investment Related - La Grange Park, IL. 60526 - Real Estate Rental - Start Date - 07/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading 2. 02/12/2024 - Old National Bank - Non-Inv Related - At Reported Business Location(s) - Financial Institution Duty - LPL Financial Advisor, Wealth Advisor - Started: 10/5/2023 - 5 hrs/Mo During Trading. 3. 04/01/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-16
  • S66 Uniform Combined State Law Examination
    2018-02-16

View on SEC IAPD

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