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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| WI | RA | APPROVED | 2025-10-17 |
| MN | RA | APPROVED | 2025-10-16 |
Branch Locations
2817 Tower Ave, Superior, WI 54880 • United States
319 Ellis Avenue, Ashland, WI 54806 • United States
4125 Grand Avenue, Duluth, MN 55807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Duluth | MN | 01/2009 | 10/2025 |
| Wells Fargo Advisors, Lls | Duluth | MN | 12/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Duluth | MN | 11/2016 | 10/2025 |
| Lpl Financial Llc | Superior | WI | 10/2025 | Present |
| Superior Choice Credit Union | Superior | WI | 10/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name SCCU Retirement & Financial Advisors - Investment Related - At Reported Business Location(s) - Start Date: 10/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-19 |
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