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Current Employers
15 Wealth Advisors Llc

291 N Archer Ave, Mundelein, IL 60060 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-26
  • IL RA
    APPROVED
    Since 2026-06-26

Branch Locations

291 N Archer Ave, Mundelein, IL 60060 • 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
University Of Dayton Dayton OH 06/2022 05/2024
Milwalky Trace Libertyville IL 07/2019 07/2023
Libertyville High School Libertyville IL 08/2018 08/2022
St. Joseph Catholic School Libertyville IL 05/2014 08/2018
Lpl Financial, Llc Lake Forest IL 02/2024 05/2024
Tsfg, Llc Mundelein IL 05/2024 07/2026
Lpl Financial, Llc Lake Forest IL 05/2024 Present
Pizzeria Deville Libertyville IL 06/2022 05/2024
15 Wealth, Llc Mundelein IL 05/2024 Present
  • 06/2022 → 05/2024
    University Of Dayton
    Dayton, OH
  • 07/2019 → 07/2023
    Milwalky Trace
    Libertyville, IL
  • 08/2018 → 08/2022
    Libertyville High School
    Libertyville, IL
  • 05/2014 → 08/2018
    St. Joseph Catholic School
    Libertyville, IL
  • 02/2024 → 05/2024
    Lpl Financial, Llc
    Lake Forest, IL
  • 05/2024 → 07/2026
    Mundelein, IL
  • 05/2024 → Present
    Lpl Financial, Llc
    Lake Forest, IL
  • 06/2022 → 05/2024
    Pizzeria Deville
    Libertyville, IL
  • 05/2024 → Present
    15 Wealth, Llc
    Mundelein, IL
Previous Registrations
  • 2024-05-23 → 2026-07-30
    Mundelein, IL
    Mundelein, IL
    Lake Forest, IL
Other Businesses

1.06/11/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name TS Financial Group, LLC; Investment Related; at Reported Business Location(s); Start Date 05/15/2024; 80hrs/mth; 80hrs during trading 2.08/12/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name 15 Wealth; Investment Related; at Reported Business Location(s); Start Date 08/08/2025; 40hrs/mth; 1hrs during trading 3.03/31/2026; Back9, Capitas, GradePoint Insurance DBA The Fifteen Group, Signal Advisors, Advantage Insurance Network (AIN), Advocate Health Advisors; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/07/2024; 10hrs/mth; 10hrs during trading 4.07/31/2026; (Hybrid) 15 Wealth Advisors, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 120hrs/mth; 120hrs during trading; I provide investment advisory services through 15 Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 07/2026. I expect to spend approximately 120 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-28
  • S66 Uniform Combined State Law Examination
    2024-03-28

View on SEC IAPD

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