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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-28 |
Branch Locations
20 North Wacker Drive Suite 3010, Chicago, IL 60606 • 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 |
|---|---|---|---|---|
| West Pac Wealth Partners | Kahului | HI | 02/2024 | 05/2025 |
| Shift 4 Consulting | Wailuku | HI | 01/2023 | 02/2024 |
| Employers Options | Kahului | HI | 07/2022 | 01/2023 |
| Mason Mcduffie Mortgage | Honolulu | HI | 08/2021 | 10/2022 |
| Makai Mortgage | Kihei | HI | 06/2021 | 07/2021 |
| Sierra Pacific Mortgage | Richmond | VA | 11/2020 | 05/2021 |
| Movement Mortgage | Richmod | VA | 09/2018 | 10/2020 |
| Geneva Financial Mortgage | Richmond | VA | 03/2018 | 08/2018 |
| Freedom Mortgage | Richmond | VA | 11/2016 | 02/2018 |
| Payrock | Richmond | VA | 10/2015 | 10/2016 |
| Guardian Life Insurance Company | Kahului | HI | 05/2025 | 08/2026 |
| Park Avenue Securities | Kahului | HI | 05/2025 | 08/2026 |
| Guardian Life Insurance Company | Naperville | IL | 05/2025 | Present |
| Park Avenue Securities | Naperville | IL | 05/2025 | 08/2026 |
| Lpl Enterprise Llc | Chicago | IL | 08/2026 | Present |
1. 08/25/2026 - Alfred Abbamonte N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Naperville IL - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 08/19/2026 2. 08/25/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Naperville IL - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 08/19/2026 3. 08/25/2026 - Guardian Life - Non-Variable Insurance - Investment related - Naperville IL - 20 Hrs/Mth - 20 Hrs During Trading - OBA start date: 08/26/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-28 |
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