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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mary Schwartz & Associates | Fitchburg | WI | 04/2020 | 04/2021 |
| Make A Difference Homes | Chippewa Falls | WI | 11/2017 | 04/2019 |
| Madison Metropolitan School District | Madison | WI | 06/2017 | 11/2019 |
| Unemployed | Madison | WI | 05/2019 | 04/2020 |
| Unemployed | Madison | WI | 05/2016 | 06/2017 |
| Symphonic Securities | Fitchburg | WI | 06/2020 | 04/2021 |
| Securian Financial Services | Saint Paul | MN | 04/2021 | 05/2023 |
| North Star Resource Group | Saint Paul | MN | 04/2021 | 05/2023 |
| Cri Securities Llc | Saint Paul | MN | 04/2021 | 10/2021 |
| Lpl Financial | Madison | WI | 05/2023 | Present |
| Cuna Mutual Group | Madison | WI | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-02 |
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