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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-07 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Distributors,Llc | New York | NY | 09/2008 | 06/2020 |
| Equitable Distributors, Llc | New York | NY | 09/2008 | 07/2023 |
| Equitable Distributors, Llc | Charlotte | NC | 07/2023 | 01/2025 |
| Lpl Financial Llc | Appleton | WI | 07/2025 | Present |
| Unemployed | Pleasant Prairie | WI | 02/2025 | 06/2025 |
| Gateway Wealth Partners, Llc | Appleton | WI | 02/2026 | Present |
1 - 06/2025 - Gateway Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 06/2025 - Forty Bar, LLC - Family Farm - Not Inv Related - 2 Hours/Month - Burke, SD - OBA Start Date: 09/01/2012. 3 - 02/2026 - LPL Financial LLC - Inv Related - Registered Rep - Broker Dealer - 160 Hours/Month - at reported business location(s) - 02/2026 Start Date - Registered Representative of a Broker Dealer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-30 |
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