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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-10-11 |
Branch Locations
333 South Westfield Rd., Madison, WI 53717 • United States
25 W. Main Street, Ste 200, Madison, WI 53703 • United States
302 N. Midvale Blvd, Madison, WI 53705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old National Bank | Madison | WI | 02/2010 | Present |
| Lpl Financial Llc | Madison | WI | 10/2011 | Present |
1. 4/1/2021 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - AVP - Started 01/02/2020 - 1 Hour Per Month During Securities Trading - Participate in the referral program by referring prospects for banking products. 2. 04/01/2025- Old National Wealth Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 4/1/2024 3. 05/30/2025 - Clayt & Tricia McDonough Rental Properties - Investment Related - Real Estate Rental - Madison, WI - Start Date:04/01/2004 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-09 |
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