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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 03/2014 | 02/2018 |
| Lpl Financial Llc | Eau Claire | WI | 02/2018 | 06/2019 |
| Woodbury Financial Services Inc | Rice Lake | WI | 06/2019 | 01/2024 |
| Osaic Wealth, Inc. | Rice Lake | WI | 01/2024 | 04/2025 |
| Lpl Financial Llc | Rice Lake | WI | 04/2025 | Present |
1 . Start Date : 07/01/2020 - Gerald Hagman - Non-Variable Insurance - Investment Related - Rice Lake WI 54868 - 8 Hrs/Mth - 1 Hrs During Trading. - Time Spent:1 2 . Start Date : 4/29/2025 - Waznik Heike Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Rice Lake WI 54868 - 8 Hrs/Mth - 1 Hrs During Trading. - Time Spent:5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-21 |
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