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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-02-07 |
Branch Locations
915 E Main St, Winneconne, WI 54986 • United States
936 Furman Drive, Waupaca, WI 54981 • United States
110 W Main St, Weyauwega, WI 54983 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pdi Financial Group | Appleton | WI | 05/2005 | 02/2022 |
| The Leaders Group Inc | Littleton | CO | 01/2014 | 02/2022 |
| Lpl Financial Llc | Waupaca | WI | 02/2022 | Present |
| Premier Community Bank | Waupaca | WI | 02/2022 | Present |
1)02/04/2022 - Premier Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2022
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-27 |
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