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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-01 |
| WI | RA | APPROVED | 2024-03-01 |
Branch Locations
10 East Doty Street Ste 441, Madison, WI 53703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2015 | 01/2021 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 05/2015 | 02/2024 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 09/2015 | 01/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 02/2024 |
| Christopher Anicete | Middleton | WI | 01/2021 | 02/2024 |
| Jordan Kosnick | Middleton | WI | 01/2022 | 02/2024 |
| Lpl Financial Llc | Waunakee | WI | 03/2024 | Present |
1- 01/2024 / Notary / Investment Related 2- 01/2024 / OakBridge Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 166 hrs mth / 40 hrs during trading / At reported business location(s) 3- 01/2024 / OakBridge Wealth Management / Non-Variable Insurance / Investment Related / 10 hrs mth / 10 hrs during trading 4- 01/2024 / Attorney / Attorney/Legal Services / Not Investment Related 5- 09/17/2024 - CJ Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-06 |
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