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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B.C. Ziegler And Company | Appleton | WI | 03/2016 | 03/2018 |
| Stifel, Nicolaus & Company, Incorporated | Appleton | WI | 03/2018 | 04/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2018 | 05/2025 |
| Community First Credit Union | Appleton | WI | 04/2018 | Present |
| Lpl Financial Llc | Appleton | WI | 05/2025 | Present |
1. 4/28/2025: Community First Financial Advisors; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/28/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-05-30 |
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