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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-09-28 |
Branch Locations
420 South Koeller Street, Oshkosh, WI 54902 • United States
971 S. Green Bay Rd, Neenah, WI 54902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Appleton | WI | 04/2010 | 09/2018 |
| Charles Schwab Bank | Appleton | WI | 07/2013 | 09/2018 |
| Charmful Clothing, Llc | Phoenix | AZ | 02/2013 | 06/2019 |
| Lpl Financial Llc | Oshkosh | WI | 09/2018 | Present |
| Old National Bank | Oshkosh | WI | 09/2018 | Present |
1. 4/3/2023 - Sanguineness, LLC - Not Investment Related - Location: Online - Other - Member of LLC - Member - Start Date - 08/30/2022 - 0 Hours Per Month/0 Hours During Securities Trading 2. 12/03/2024 - Old National Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/3/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
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