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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-07 |
| WI | RA | APPROVED | 2023-10-17 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Appleton, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Appleton | WI | 07/2002 | 04/2021 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 04/2021 |
| Unemployed | Appleton | WI | 05/2021 | 03/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2022 | 09/2023 |
| Community First Credit Union (Wi) | Appleton | WI | 04/2022 | 09/2023 |
| Lpl Financial Llc | Appleton | WI | 10/2023 | Present |
1) 10/17/2023 - Owner - Farm - Non-Inv Rel - Peronville, MI - Start: 05/9/2020 - Time Spent 1% 2) 10/17/2023 - Business Owner - Owner of property - Non-Inv Rel - Peronville, MI - Start: 05/25/2018 - Time Spent 1%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-13 |
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