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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-07-02 |
| WI | RA | APPROVED | 2018-05-21 |
Branch Locations
2615 Hils Ct, Menomonie, WI 54751 • United States
2421 Stout Rd, Menomonie, WI 54751 • United States
4450 W 76Th St, Edina, MN 55435 • United States
14295 Cedar Ave, Apple Valley, MN 55124 • United States
1020 Rice Street, St Paul, MN 55117 • United States
2415 Jodi Drive, Eau Claire, WI 54703 • United States
1150 N Main St, River Falls, WI 54022 • United States
419 N Hastings Pl, Eau Claire, WI 54703 • United States
204 W Spence Street, Colby, WI 54421 • United States
2501 Hanley Rd Suite 100, Hudson, WI 54016 • United States
215 Bay Street, Chippewa, WI 54729 • United States
18567 Scranton St, Whitehall, WI 54773 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Duluth | MN | 12/2014 | 05/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 05/2018 |
| Royal Credit Union | Eau Claire | WI | 05/2018 | Present |
| Lpl Financial Llc | Eau Claire | WI | 05/2018 | Present |
1) 05/04/2018 - RCU INVESTMENT & INSURANCE TEAM - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 05/31/2024 - Wealth Management at Royal Credit Union - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 160 Hours Per Month/ During Trading 3) 06/11/2024 - RCU Wealth Management at Royal Credit Union - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 6/11/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-17 |
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