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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
| WI | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Menomonie | WI | 08/2016 | 01/2024 |
| Osaic Wealth, Inc. | Durand | WI | 01/2024 | 04/2025 |
| Lpl Financial, Llc | Menomonie | WI | 04/2025 | Present |
1- 04/29/2025 - Chippewa River Holdings, LLC - Real Estate Rental - Investment Related - Durand, WI - Start date: 11/01/2024 - 2 hrs mth 0 hrs during trading 2 - 04/29/2025- Waznik Heike Group, LLC - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 05/01/2024 - 120 hrs mth 40 hrs during trading 3- 04/29/2025 - Heike Wealth Management, LLC - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Not Investment Related - Start date: 1/1/2019 - 1 Hrs/Mth - 0 Hrs During Trading. 4- 04/29/2025 - Waznik Heike Group, LLC - Non-Variable Insurance - At Reported Business Location(s) - Inv Related - Start date: 05/01/2024 - 10 Hrs/Mth - 4 Hrs During Trading. 5- 04/29/2025 - BODDA-b, LLC - Real Estate Rental - At Reported Business Location(s) - Inv Related - Start date: 05/01/2024 - 5 Hrs/Mth - 0 Hrs During Trading. 6- 04/29/2025 - Impact Advertising - Business Owner - Not Investment Related - Claire, WI - Start date: 08/01/2023 - 5 Hrs/Mth - 0 Hrs During Trading. 7) 06/26/2025 - TruNorth Tax and Accounting - Investment Related - Tax Prep/Accounting/CPA - NMenomonie, WI - Start Date:06/23/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-27 |
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