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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-15 |
Branch Locations
1700 Lawrence Dr, De Pere, WI 54115 • United States
W5644 Cty Rd F, Nichols, WI 54152 • United States
3282 Eaton Rd, Green Bay, WI 54311 • United States
2949 Riverview Dr, Green Bay, WI 54313 • United States
1100 S 30Th St, Manitowoc, WI 54220 • United States
1819 Washington St, Two Rivers, WI 54241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris | Greenbay | WI | 10/2014 | 03/2021 |
| Bmo Harris Financial Adivsors | Green Bay | WI | 03/2015 | 03/2021 |
| Lpl Financial Llc | Green Bay | WI | 03/2021 | 04/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2021 | 05/2025 |
| Community First Credit Union | Appleton | WI | 04/2021 | Present |
| Lpl Financial Llc | Appleton | WI | 05/2025 | Present |
1- 05/2025 / Community First Financial Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 160 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-30 |
| S66 | Uniform Combined State Law Examination | 2005-03-31 |
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