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Joel Marius Popescu

LPl Financial LLC

Oak Brook, IL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-06
IL RA APPROVED 2024-10-10
  • TX RA
    APPROVED
    Since 2025-01-06
  • IL RA
    APPROVED
    Since 2024-10-10

Branch Locations

1111 W 22Nd St Ste 245, Oak Brook, IL 60523 • 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
Triwealth Partners Llc Oak Brook IL 05/2024 Present
Lpl Financial - Linda Sokol Francis Brookfield IL 02/2024 05/2024
Mega Load Inc Chicago IL 01/2015 01/2024
Affluent Life Solutions, Llc Palatine IL 01/2023 Present
Lpl Financial, Llc Oak Brook IL 05/2024 Present
  • 05/2024 → Present
    Triwealth Partners Llc
    Oak Brook, IL
  • 02/2024 → 05/2024
    Lpl Financial - Linda Sokol Francis
    Brookfield, IL
  • 01/2015 → 01/2024
    Mega Load Inc
    Chicago, IL
  • 01/2023 → Present
    Affluent Life Solutions, Llc
    Palatine, IL
  • 05/2024 → Present
    Oak Brook, IL
Other Businesses

1- 10/2024 / Affluent Life Solutions, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / 2 hrs mnth / start 01/01/2023

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-07
S65 Uniform Investment Adviser Law Examination 2023-10-05
  • S63 Uniform Securities Agent State Law Examination
    2024-10-07
  • S65 Uniform Investment Adviser Law Examination
    2023-10-05

View on SEC IAPD

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