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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisconsin Advisors | Sheboygan | WI | 01/2015 | 12/2021 |
| Invest Financial Corp. | Tampa | FL | 01/2015 | 02/2018 |
| Lpl Financial Llc | Sheboygan | WI | 02/2018 | 12/2021 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | 01/2023 |
| Riverstone Wealth Partners | Saint Charles | IL | 01/2022 | 01/2023 |
| Riverstone Wealth Partners | Saint Charles | IL | 01/2023 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | 03/2025 |
| Wisconsin Advisors | Sheboygan | WI | 04/2025 | Present |
| Lpl Financial | Sheboygan | WI | 04/2025 | Present |
1. 04/03/2025- Notary- Sheboygan, WI 53081- Inv Rel- 1 Hr Per Mnth- 1 Hr During Trading- Start Date 03/29/2025 2. 04/03/2025- Wisconsin Advisors LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-28 |
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