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Amy B Lillis-Konopacki

Investment Adviser Representative at MISSIONSQUARE WEALTH MANAGEMENT

Abingdon, MDCRD #4561449Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
11 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Amy B. Lillis-konopacki has worked in the securities industry since 2004. They are registered to provide investment advisory services in 11 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 11 states
ConnecticutDelawareDistrict of ColumbiaMaineMarylandMassachusettsNew HampshireNew JerseyNew YorkRhode IslandVermont
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/9/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 1/29/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/23/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/14/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Missionsquare Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MISSIONSQUARE WEALTH MANAGEMENTCurrent
6/12/2025Abingdon, MD
MISSIONSQUARE RETIREMENTCurrent
6/12/2025Abingdon, MD
ARKADIOS WEALTH ADVISORS
4/9/202410/21/2024Forest Hill, MD
NATIONWIDE INVESTMENT ADVISORS, LLC
12/13/201710/16/2023Columbus, OH
LINCOLN FINANCIAL ADVISORS CORPORATION
2/1/20179/29/2017Hunt Valley, MD
LINCOLN FINANCIAL ADVISORS CORPORATION
12/9/200510/27/2016Abingdon, MD

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amy B Lillis-Konopacki has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Amy B Lillis-Konopacki - Financial Advisor in Abingdon, MD | AdvisorFinder