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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
W240 N1221 Pewaukee Rd Ste A, B, D & E, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Brookfield | WI | 07/2011 | 01/2018 |
| Woodbury Financial Services Inc | Elm Grove | WI | 01/2018 | 05/2018 |
| Regency Wealth Partners | Elm Grove | WI | 04/2012 | 05/2018 |
| Waddell & Reed, Inc | Waukesha | WI | 05/2018 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Brookfield | WI | 05/2018 | 07/2021 |
| Rusty Coyle | Waukesha | WI | 05/2018 | 07/2021 |
| Lpl Financial Llc | Waukesha | WI | 07/2021 | Present |
1. 8/30/2021/ The Maple Group/ DBA for LPL Business (entity for LPL business)/ Investment Related/ 0HR/MO/ W240 N1221 Pewaukee Road Waukesha , WI 53188
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-30 |
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