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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-06 |
| IL | RA | APPROVED | 2024-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1- 10/2024 / Affluent Life Solutions, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / 2 hrs mnth / start 01/01/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-07 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-05 |
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