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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-07 |
Branch Locations
1345 W. Mason St Ste 107, Green Bay, WI 54303 • United States
532 Jefferson Street, Sturgeon Bay, WI 54235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lenius Financial Services | Sturgeon Bay | WI | 07/2020 | Present |
| C.H. Robinson | Madison | WI | 01/2019 | 06/2020 |
| University Of Wisconsin- Green Bay | Green Bay | WI | 02/2016 | 12/2018 |
| Saint Louis University | Saint Louis | MO | 07/2015 | 12/2018 |
| Woodbury Financial Services Inc | Sturgeon Bay | WI | 09/2020 | 01/2024 |
| Osaic Wealth, Inc. | Sturgeon Bay | WI | 01/2024 | 04/2025 |
| Lpl Financial Llc | Sturgeon Bay | WI | 04/2025 | Present |
1) 03/2025 - Lenius Financial Services / DBA for LPL Business (entity for LPL business) / Inv Related / at reported business locations - 160 Hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-21 |
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