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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-11-08 |
| WI | RA | APPROVED | 2014-08-01 |
| TX | RA | APPROVED_RES | 2009-06-08 |
Branch Locations
7001 30Th Ave, Kenosha, WI 53142-3903 • United States
Punta Gorda, FL • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Salem | WI | 04/2004 | Present |
1) 09/05/08 - DBA ONLY RUSSO WEALTH MANAGEMENT. 2) 9/8/2020 - KSR Performance Physical Therapy - Not Investment Related - 5070 West Rawson Avenue Franklin, Wisconsin 53132 - Other-Business Owner - Part Owner - Start Date: 7/15/2020 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
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