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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horicon Bank Wealth Managment | Fond Du Lac | WI | 02/2021 | 08/2022 |
| Mcclone Agency | Sheboygan | WI | 03/2019 | 02/2020 |
| Jackson Kahl Insurance | Fond Du Lac | WI | 01/2013 | 02/2019 |
| Lpl Financial Llc | Fond Du Lac | WI | 10/2022 | Present |
| Unemployed | Campbellsport | WI | 03/2020 | 02/2021 |
1. 04/10/2024 - Elite Wealth Planners, LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 8/22/2024 - 40 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-25 |
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