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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Appleton | WI | 10/2015 | 01/2026 |
| Jp Morgan Chase Bank | Appleton | WI | 12/2014 | 01/2026 |
| Lpl Financial Llc | Appleton | WI | 01/2026 | Present |
| Community First Credit Union | Appleton | WI | 01/2026 | Present |
1-01/2026 / David Adams / NOTARY / INVESTMENT RLTD / START 03/13/2025 2- 01/2026 / Community First Financial Advisors / DBA for LPL Business (entity for LPL business) / INVESTMENT RLTD / 160 HRS MNTH / 130 HRS DURING TRAING / AT RPRT LOC / START 01/08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-13 |
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