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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
| IL | RA | APPROVED | 2021-07-21 |
Branch Locations
1220 Kensington Rd Ste 200A, Oak Brook, IL 60523 • United States
Lemont, IL • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Oak Brook | IL | 10/1985 | 07/2021 |
| Self-Employed | Lemont | IL | 01/1994 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lemont | IL | 03/1990 | 07/2021 |
| Pk Marz Group | Lemont | IL | 01/2018 | 09/2020 |
| Cms Office Management, Llc | Oak Brook | IL | 10/2019 | 07/2021 |
| Lpl Financial Llc | Oak Brook | IL | 07/2021 | Present |
1. 08/24/2021 - PHILIP MARUSARZ TRUST PHILIP MARUSARZ & PATRICIA MARUSARZ TTEES - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Start Date: 12/31/1999 - 0 Hours Per Month/0 Hours During Securities Trading - TTEE. 2. 09/15/2021 - Philip Marusarz Trust DTD 12/31/1999 - Investment Related - Home Based - Act in a Fiduciary Capacity - Start Date: 12/31/1999 - Co-TTEE. 3. 09/15/2021 - CMS Office Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 10/19/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Co-Owner. 4. 09/15/2021 - A.P Marusarz Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 5/16/2019. 5. 09/15/2021 - Philip Marusarz Trust DTD 12/31/1999 - Investment Related - Home Based - Act in a Fiduciary Capacity - Start Date: 12/31/1999 - Co-TTEE. 6. 09/15/2021 - No Business Name - Investment Related - Home Based - Tax Prep/Accounting/CPA - Start Date: 9/10/2007 - 5 Hours Per Month/0 Hours During Securities Trading - Tax Preparer. 7. 12/21/2021 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/20/2021 - 1 Hour Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-07 |
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