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Joshua Alexander Greene

LPl Financial LLC

Janesville, WI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-28
  • WI RA
    APPROVED
    Since 2025-05-28

Branch Locations

2704 E Milwaukee St, Janesville, WI 53545 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blackhawk Wealth Management Services Janesville WI 11/2022 Present
Blackhawk Community Credit Union Janesville WI 02/2022 11/2022
Huntington National Bank Holland MI 03/2019 01/2022
Unemployed Grand Haven MI 10/2018 03/2019
American Cruise Lines Guilford CT 06/2018 10/2018
Unemployed Janesville WI 02/2018 06/2018
Associated Bank Janesville WI 05/2015 02/2018
Lpl Financial Janesville WI 12/2022 Present
  • 11/2022 → Present
    Blackhawk Wealth Management Services
    Janesville, WI
  • 02/2022 → 11/2022
    Blackhawk Community Credit Union
    Janesville, WI
  • 03/2019 → 01/2022
    Huntington National Bank
    Holland, MI
  • 10/2018 → 03/2019
    Unemployed
    Grand Haven, MI
  • 06/2018 → 10/2018
    American Cruise Lines
    Guilford, CT
  • 02/2018 → 06/2018
    Unemployed
    Janesville, WI
  • 05/2015 → 02/2018
    Associated Bank
    Janesville, WI
  • 12/2022 → Present
    Lpl Financial
    Janesville, WI
Other Businesses

1- 11/2022 / NOTARY / INVESTMENT RELATED / 1 HR MNTH & 25 HRS DURING TRADING/1 TIME SPNT PRCNT 2- 11/2022 / Blackhawk Wealth Management Services / DBA for LPL Business (entity for LPL business) / INVST RLTD / 172 HRS PER MNTH & 40 HRS DRNG TRADING/99 TIME SPNT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-27
S63 Uniform Securities Agent State Law Examination 2023-10-19
  • S65 Uniform Investment Adviser Law Examination
    2025-05-27
  • S63 Uniform Securities Agent State Law Examination
    2023-10-19

View on SEC IAPD

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