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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-04 |
Branch Locations
400 N Main St, Loyal, WI 54446 • United States
103 W Mcmilan St, Ste 1, Marshfield, WI 54449 • United States
110 Maple Street, Granton, WI 54436 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Marshfield | WI | 07/2015 | 12/2017 |
| Mml Investor Services Llc | Marshfield | WI | 08/2015 | 12/2017 |
| Nylife Securities Llc | Madison | WI | 09/2019 | 03/2021 |
| New York Life Insurance Company | Madison | WI | 09/2019 | 03/2021 |
| Redbrick Consulting Group | Marshfield | WI | 05/2018 | 09/2019 |
| Self Employed | Marshfield | WI | 07/2015 | 09/2019 |
| Citizens State Bank Of Loyal | Marshfield | WI | 02/2021 | Present |
| Lpl Financial Llc | Loyal | WI | 01/2022 | Present |
1) 1/27/2022 - CSB Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 11/08/2022 - Citizens Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/01/2022 - 160 Hours Per Month/120 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
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