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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-29 |
| WI | RA | APPROVED | 2011-10-11 |
Branch Locations
5101 South 27Th Street, Greenfield, WI 53221 • United States
7401 West Greenfield Ave., West Allis, WI 53214 • United States
14870 W. Greenfield Avenue, Brookfield, WI 53005 • United States
511 N Broadway, Milwaukee, WI 53202 • United States
302 E Wells St., Milwaukee, WI 53202 • United States
Colgate, WI • United States
7540 W Capitol Dr, Milwaukee, WI 53216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Greenfield | WI | 10/2011 | Present |
| Old National Bank | Greenfield | WI | 04/2016 | Present |
1. 02/12/2024 - Old National Bank - Non-Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisor - Start Date: 10/25/2023 - 2 Hours Per Month During Securities Trading 2. 04/01/2025 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2025 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-28 |
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