Patrick Y. Graham

15 WEALTH ADVISORS

MUNDELEIN, IL 60060

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CRD#: 7939045

Professional summary

Patrick Yore Graham is a registered financial advisor currently at 15 WEALTH ADVISORS LLC located in Mundelein, Illinois and LPL FINANCIAL LLC located in Mundelein, Illinois.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Patrick has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 09/25/2024- TS Financial Group, LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 09/13/2024 2. 10/01/2024 - TSFG, LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 9/13/2024 - 160 Hours per Month/ 40 Hours During Trading - I provide administrative support to TSFG, LLC, an independent investment advisor firm. I started this business activity in 09/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV 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. 3. 08/12/2025 - 15 Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/08/2025 - 40 Hours per Month/ 1 Hours During Trading 4. 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 5/13/2025 - 5 Hours per Month/ 5 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Yore Graham's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 22, 2026 - Present

15 WEALTH ADVISORS LLC

Office #1: 291 N Archer Ave, Mundelein, IL 60060

RIA

CRD#: 337459

MUNDELEIN, IL

Current

October 7, 2024 - Present

LPL FINANCIAL LLC

Office #1: 291 N Archer Ave, Mundelein, IL 60060

RIA

CRD#: 6413

MUNDELEIN, IL

Past

December 10, 2024 - July 30, 2026

TSFG, LLC

RIA

CRD#: 172555

LAKE FOREST, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Illinois
(11/8/2024)

IAR

Illinois
(7/22/2026)

Iowa
(3/27/2025)

Tennessee
(4/27/2026)

Texas
(6/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/7/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/7/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/19/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

15 WEALTH ADVISORS LLC

15 WEALTH ADVISORS LLC | WEATHFUSION ADVISORS LLC

CRD#: 337459 / SEC#: 801-135695

RIA

Registered Investment Advisory firm - (3/25/2026 120-Day Approval)

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Contact information

Main Address

291 N Archer Ave, Mundelein, IL 60060

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- 15 WEALTH ADVISORS LLC (3/25/2026)

WRAP FEE BROCHURE- 15 WEALTH ADVISORS LLC (3/25/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick Y. Graham

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Yore Graham's CRS (Customer Relationship Summary).

Certified licenses

Experience

15 WEALTH ADVISORS LLC

LPL FINANCIAL LLC

TSFG, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/7/2024

Series 7TO

Date: 10/7/2024

SIE

Date: 4/19/2024

FINRA

Current Firm

15 WEALTH ADVISORS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

15 WEALTH ADVISORS LLC

TRUST BUT VERIFY

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