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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-17 |
| WI | RA | APPROVED | 2010-12-16 |
Branch Locations
1595 Allouez Ave Suite 2, Green Bay, WI 54311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | De Pere | WI | 12/2010 | Present |
1) 01/06/12 - GDI, LLC/ DBA ONLY/ DE PERE, WI 2) 04/08/13 - DBA ONLY - GDI PLANNING, LLC - DE PERE, WI
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-09 |
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