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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-25 |
| WI | RA | APPROVED | 2020-01-03 |
Branch Locations
W6416 Greenville Drive, Greenville, WI 54942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Appleton | WI | 01/2008 | 01/2020 |
| Lpl Financial, Llc | Appleton | WI | 01/2020 | Present |
1. 01/03/2020 - ELLUVIUM FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ APPLETON, WI. 2. 1/3/2020 - No Business Name - Investment Related - Madison WI 53713 - Real Estate Rental - Owner - Started 10/1/13 - 1 Hour Per Month. 3. 08/29/2022 - No Business Name - Not Investment Related - Home Based - Other - Online Sales - sole-proprietor - Start Date - 08/31/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 4. 08/15/2024 - Fiona Rose Seubert Irrevocable Trust - Act in a Fiduciary Capacity - Trustee - Not Investment Related - Home Based - Start Date 08/14/2024 - 1 Hour Per Month/ 0 Hours During Trading 5. 08/15/2024 - Harrison Cody Seubert Irrevocable Trust - Act in a Fiduciary Capacity - Trustee - Not Investment Related - Home Based - Start Date 08/14/2024 - 1 Hour Per Month/ 0 Hours During Trading 6. 08/15/2024 - Emelia Violet Seubert Irrevocable Trust - Act in a Fiduciary Capacity - Trustee - Not Investment Related - Home Based - Start Date 08/14/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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