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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Wausau | WI | 03/2001 | 11/2017 |
| Woodbury Financial Services Inc | Wausau | WI | 11/2017 | 01/2024 |
| Osaic Wealth, Inc. | Wausau | WI | 01/2024 | 10/2024 |
| Lpl Financial Llc | Wausau | WI | 10/2024 | Present |
1) 10/2024 - Brickheimer Retirement Planners, LLC / Non-Variable Insurance / inv. Related / Start date 03/06/2019 - 20 Hrs per month - 10 % Time Spent 2) 10/2024 - BRC HOLDING, LLC / Real Estate Rental / Inv. Related / 100% owner / Wausau WI 54401 / Start date 01/06/2024 - 8 Hrs per month - 1% Time Spent 3) 10/2024 - Brickheimer Retirement Planners. LLC / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 4) 10/2024 - CRB PROPERTIES LLC / Real Estate Rental / Inv. Related / 100% owner / Wausau WI 54401 / Start date 10/01/2012 - 4 Hrs per month - 1% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-20 |
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