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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-24 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6715 Green Bay Rd, Kenosha, WI 53142 • United States
2707 30Th Ave, Kenosha, WI 53144 • United States
5570 S Packard Ave, Cudahy, WI 53110 • United States
6715 Green Bay Rd, Kenosha, WI 53142 • United States
8400 West Forrest Home Ave, Greenfield, WI 53228 • United States
12800 W National Ave, New Berlin, WI 53151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Chantilly | VA | 01/2014 | 12/2021 |
| Allstate Distributors Llc | Northbrook | IL | 07/2017 | 12/2021 |
| Allstate Life Insurance Company | Nortbrook | IL | 07/2017 | 12/2021 |
| Crump Life Insurance Services | Harrisburg | PA | 03/2022 | 06/2023 |
| P.J. Robb Variable Corp. | Memphis | TN | 04/2022 | 05/2023 |
| Unemployed | Kenosha | WI | 07/2023 | 11/2023 |
| Allstate Insurance Co | Northbrook | IL | 11/2023 | 09/2025 |
| Magazine Jukebok | Norfold | VA | 11/2021 | 03/2022 |
| Allstate Financial Services, Llc | Lincoln | NE | 11/2023 | 09/2025 |
| Festival Foods | Kenosha | WI | 06/2025 | Present |
| Trustone Fin Credit Union | Kenosha | WI | 09/2025 | Present |
| Lpl Financial Llc | Kenosha | WI | 09/2025 | Present |
1) 09/22/2025 - Festival Foods - Not Investment Related - Outside/W-2 Employment - Start Date:06/23/2025 - 40 Hrs/Mth - 0 Hrs During Trading. 2) 10/08/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruStone Financial Advisors - Inv. Related- At reported business location(s) - Start Date:09/22/2025 - 160 Hrs/Mth - 128 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-28 |
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