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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-05-17 |
Branch Locations
515 Redbird Circle, Depere, WI 54115 • United States
2525 Lineville Rd, Green Bay, WI 54313 • United States
1820 Main St, Green Bay, WI 54302 • United States
3139 Voyager Dr, Green Bay, WI 54311 • United States
2170 S Ashland Ave, Green Bay, WI 54304 • United States
1061 Corporate Way, Pulaski, WI 54162 • United States
106 Main St., Luxemburg, WI 54217 • United States
2521 Steffens Ct, Greenbay, WI 54311 • United States
411 S Military Ave, Green Bay, WI 54303 • 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 |
|---|---|---|---|---|
| Bmo Harris Financial Advisors, Inc. | Green Bay | WI | 07/2012 | 04/2019 |
| Lpl Financial Llc | Green Bay | WI | 05/2019 | Present |
| Fox Communities Credit Union | Green Bay | WI | 05/2019 | Present |
1. 5/13/2019 - Fox Communities Credit Union Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 5/1/2020 - Fox Communities Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/16/2020 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-18 |
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