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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-10-17 |
Branch Locations
4000 S 27Th St, Milwaukee, WI 53221 • United States
8129 S. Howell Ave, Oak Creek, WI 53154 • United States
7745 W. Rawson Ave, Franklin, WI 53132 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Oak Creek | WI | 10/2011 | Present |
| Landmark Credit Union | New Berlin | WI | 10/2011 | Present |
(1) 10/17/2011 - DBA ONLY - LANDMARK INVESTMENT CENTER - 100% OF TIME SPENT - OAK CREEK, WI (2) 01/08/2013 - LANDMARK CREDIT UNION - BANK DUTIES - EMPLOYEE OF THE INVESTMENT CENTER AT LANDMARK CREDIT UNION - OAK CREEK, WI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-02 |
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