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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-10 |
| WI | RA | APPROVED_RES | 2017-11-29 |
Branch Locations
195 W Court St, Richland Center, WI 53581-2344 • United States
101 S Main St, Viroqua, WI 54665-0471 • United States
W25042 Hwy 54 & 35, Trempealeau, WI 54661 • United States
24050 Third Street, Trempeleau, WI 54661 • United States
835 W Wisconsin St, Sparta, WI 54656 • United States
102 W Commercial, Viola, WI 54664 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America | Viroqua | WI | 04/2008 | 11/2017 |
| Lpl Financial Llc | Viroqua | WI | 11/2017 | Present |
| Ica Group Wealth Management, Llc | Viroqua | WI | 08/2021 | 06/2024 |
1. 11/29/2017 - Callan Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 2014 - 4 Hours Per Month / 1 Hours During Trading - 5% Time Spent - Callan Wealth Management - Life, Health, & Disability. 2. 11/29/2017 - Callan Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Sole Owner - Start Date 2014 - 100% Time Spent. 3. 5/21/2020 - Mindham Wealth Advisory - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2020 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-12 |
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