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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-27 |
| WI | RA | APPROVED | 2018-12-13 |
Branch Locations
278 Junction Rd., Madison, WI 53717 • United States
5605 Uw-10 East, Stevens Point, WI 54482 • United States
6750 Century Ave, Middleton, WI 53562 • United States
1422 Northport Drive, Madison, WI 53704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uw Oshkosh | Oshkosh | WI | 08/2013 | 06/2017 |
| Massmutual Wi | Madison | WI | 06/2016 | 09/2016 |
| University Of Wisconsin Credit Union | Madison | WI | 09/2017 | Present |
| Lpl Financial Llc | Madison | WI | 08/2018 | Present |
1) 09/20/2022 - Wealth Management at UW Credit Union - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-11 |
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