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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-18 |
| WI | RA | APPROVED | 2009-03-30 |
Branch Locations
1417 Main Street, Stevens Point, WI 54481-2832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Stevens Point | WI | 02/2009 | Present |
1. 01/27/2009 - Onward and Upward LLC - INV REL - Real Estate Rental - 2% TIME SPENT - Duties include operation and management of properties. 2. 01/27/2009 - Greater Point Homes, LLC - INV REL - Real Estate Rental - 1% TIME SPENT - Duties include operation and management of properties. 3. 12/14/2018 - Schulfer & Associates, LLC Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/28/2018 - 180 Hours Per Month/170 Hours During Securities Trading. 4. 12/05/2023 - Schulfer Investments, LLC - Real Estate Rental - Owner - Investment Related - Stevens Point & Custer, WI - Start Date 12/08/1993 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-23 |
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