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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-23 |
Branch Locations
10000 W Innovation Drive Suite 190, Wauwatosa, WI 53226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W Baird & Co | Wausau | WI | 07/2001 | 06/2017 |
| Unemployed | Wausau | WI | 07/2017 | 07/2020 |
| Lake Street Financial, Llc | Chicago | IL | 07/2020 | 07/2020 |
| Api Financial Advisors, Llc | Rockledge | FL | 04/2021 | 12/2024 |
| Unemployed | Wausau | WI | 07/2020 | 04/2021 |
| Lpl Enterprise | Wauwatosa | WI | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-06 |
| S66 | Uniform Combined State Law Examination | 2001-10-05 |
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