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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-28 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
3258 University Ave, Madison, WI 53705 • United States
401 S Yellowstone Dr, Madison, WI 53719 • United States
1709 Landmark Drive, Cottage Grove, WI 53527 • United States
2939 S Fish Hatchery Rd, Fitchburg, WI 53711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cashdollar And Associates, Llc | Grove City | PA | 01/2011 | 09/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 09/2018 |
| Ameriprise Financial Services, Inc. | Madison | WI | 09/2018 | 04/2019 |
| Cuna Mutual Group | Waverly | IA | 09/2019 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2019 | Present |
| Unemployed | Stoughton | WI | 05/2019 | 07/2019 |
| Lochner & Associates | Madison | WI | 09/2018 | 04/2019 |
| Flat Rate Prep Llc | Madison | WI | 08/2019 | Present |
| Lpl Financial Llc | Madison | WI | 05/2022 | Present |
1)05/18/2022 - Summit Financial Advisors-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - Flat Rate Prep LLC-Not Investment Related - Madison, WI 53713- Outside/W-2 Employment- Employee- Start Date - 8/1/2019- 32 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-21 |
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