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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-14 |
Branch Locations
3311 S. Packerland Dr Suite A #8, De Pere, WI 54115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blahnik Investment Group | Sturgeon Bay | WI | 01/2016 | 12/2016 |
| Bank Of Luxemburg - Raymond James | Luxemburg | WI | 12/2016 | 12/2019 |
| Aegis Financial | Oshkosh | WI | 01/2020 | 01/2021 |
| Private Client Services | Oshkosh | WI | 01/2020 | 11/2020 |
| Pruco Securities, Llc. | Depere | WI | 03/2021 | 11/2024 |
| Prudential Insurance Company Of America | Depere | WI | 03/2021 | Present |
| Lpl Enterprise, Llc | De Pere | WI | 11/2024 | Present |
1) 10/02/2024- Walk on Arts Foundation- board member- Non-Profit Board Member- Not INV Related- De Pere, WI-Start Date 08/01/2020- 0hrs/mth- 0hrs during trading 2) 09/18/2024- Cornerstone Financial Strategies Group LLC- Offer Financial Planning and Insurance Services to our Clients- DBA for LPL Business (entity for LPL business)- INV Related- De Pere, WI- Start Date 02/01/2022- 160hrs/mth- 160hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-17 |
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