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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Green Bay | WI | 10/2020 | 07/2025 |
| Alta Resources | Neenah | WI | 06/2018 | 10/2020 |
| Ross Imaging | Appleton | WI | 10/2016 | 06/2018 |
| Unemployed | Green Bay | WI | 03/2016 | 10/2016 |
| Raymond James Financial Services Advisors, Inc. | Green Bay | WI | 02/2021 | 07/2025 |
| Cape Financial Group Llc | Green Bay | WI | 10/2020 | 03/2025 |
| Cape Wealth Advisors | Green Bay | WI | 01/2025 | 07/2025 |
| Lake Edge Wealth Advisors | Green Bay | WI | 01/2025 | 07/2025 |
| Community First Credit Union (Wi) | Appleton | WI | 09/2025 | Present |
| Lpl Financial Llc | Appleton | WI | 10/2025 | Present |
| Unemployed | Green Bay | WI | 07/2025 | 09/2025 |
1- 09/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Community First Financial Advisors / Investment Related / 160 hrs mth / 130 hrs during trading / At Reported business location(s) 2. 9/2025- REAL ESTATE RENTAL - Adam Paal- Owner- Inv Rel- Green Bay, WI 54302- 5 hrs per mnth- 1 hr during trading- Start Date 02/10/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-19 |
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