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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-25 |
| CO | RA | APPROVED | 2024-06-24 |
| TX | RA | APPROVED_RES | 2024-06-24 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Shore Bank | Appleton | WI | 05/2015 | 12/2016 |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2015 | 12/2016 |
| Cetera Investment Advisers Llc | Appleton | WI | 05/2015 | 12/2016 |
| Unemployed | Appleton | WI | 12/2016 | 04/2017 |
| Jewelers Mutual Insurance Group | Neenah | WI | 04/2017 | 07/2018 |
| Lpl Financial, Llc | Waupaca | WI | 07/2018 | 05/2020 |
| Premier Community Bank | Waupaca | WI | 07/2018 | 05/2020 |
| Huss Financial, Llc | Hortonville | WI | 06/2020 | 11/2021 |
| Investment Centers Advisors Group | Denver | CO | 11/2021 | 06/2024 |
| Lpl Financial Llc | Fort Mill | SC | 11/2021 | Present |
| Ica Group Wealth Management, Llc | Denver | CO | 11/2021 | 06/2024 |
1. 11/11/2021 - Investment Center Advisor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 05/25/2023 - Schuh Landscape Contracting - Not Investment Related - Wisconsin - Outside/W-2 Employment - Start Date 05/22/2023 - 20 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-01 |
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