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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 2026-07-22
  • IL RA
    APPROVED
    Since 2026-07-22

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
Vue Restaurant Iowa City IA 08/2021 06/2024
University Of Iowa Athletic Department Iowa City IA 08/2021 05/2022
Milwalky Taco Libertyville IL 05/2020 08/2021
University Of Iowa Iowa City IA 08/2021 06/2024
College Of Lake County Grayslake IL 05/2020 08/2021
Libertyville Highschool Libertyville IL 08/2016 05/2020
Lpl Financial Llc Mundelein IL 12/2024 Present
Tsfg, Llc Lake Forest IL 12/2024 07/2026
Lpl Financial Llc Mundelein IL 06/2024 12/2024
15 Wealth, Llc Mundelein IL 12/2024 Present
  • 08/2021 → 06/2024
    Vue Restaurant
    Iowa City, IA
  • 08/2021 → 05/2022
    University Of Iowa Athletic Department
    Iowa City, IA
  • 05/2020 → 08/2021
    Milwalky Taco
    Libertyville, IL
  • 08/2021 → 06/2024
    University Of Iowa
    Iowa City, IA
  • 05/2020 → 08/2021
    College Of Lake County
    Grayslake, IL
  • 08/2016 → 05/2020
    Libertyville Highschool
    Libertyville, IL
  • 12/2024 → Present
    Lpl Financial Llc
    Mundelein, IL
  • 12/2024 → 07/2026
    Lake Forest, IL
  • 06/2024 → 12/2024
    Lpl Financial Llc
    Mundelein, IL
  • 12/2024 → Present
    15 Wealth, Llc
    Mundelein, IL
Previous Registrations
  • 2024-12-10 → 2026-07-30
    Lake Forest, IL
Other Businesses

1.09/25/2024; 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 09/13/2024; 160hrs/mth; 40hrs 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; BackNine / Gradepoint Insurance/ Capitas / Signal Advisors, Advantage Insurance Network (AIN) / Advocate Health Advisors; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/13/2025; 5hrs/mth; 5hrs 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 2024-11-07
  • S66 Uniform Combined State Law Examination
    2024-11-07

View on SEC IAPD

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