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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2000-05-03 |
Branch Locations
2518 W. Washington St, West Bend, WI 53095 • United States
5825 W. Hope Ave, Milwaukee, WI 53216 • United States
N96W17480 County Line Road, Germantown, WI 53022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wauwatosa | WI | 05/2000 | Present |
1. 9/22/2003: LANDMARK CREDIT UNION - Investment Related - At Reported Business Location(s) - Financial Institution Duty - LANDMARK CREDIT UNION EMPLOYEE. 2. 2/22/2007: Landmark Credit Union - At Reported Business Location(s) - Other-credit union associate - Time Spent 100% - Investment representative for Landmark Credit Union. LPL is our b/d. 3. 8/24/2009: Landmark Investment Center - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-28 |
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