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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Kaukauna | WI | 03/2013 | 11/2017 |
| Securities Service Network | Kaukauna | WI | 11/2017 | 09/2020 |
| Ssn Advisory, Inc | Kaukaua | WI | 11/2017 | 09/2020 |
| Securities America, Inc. | Kaukauna | WI | 09/2020 | 11/2020 |
| Securities America Advisors, Inc. | Kaukauna | WI | 09/2020 | 11/2020 |
| Lpl Financial, Llc | Kaukauna | WI | 11/2020 | Present |
1)11/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - VALLEY INVESTMENT SOLUTIONS - INVESTMENT RELATED - KAUKAUNA, WI 54130 2)06/2007 - NON-VARIABLE INSURANCE - ECA MARKETING INC EDEN PRAIRIE MN - 1HR/MO DURING TRADING - INVESTMENT RELATED - KAUKAUNA, WI 54130 3)01/2017 - TAX PREP/ACCOUNTING/CPA - VALLEY TAX SOLUTIONS - 2HRS/MO DURING TRADING - INVESTMENT RELATED - KAUKAUNA, WI 54130
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-01 |
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