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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-11-29 |
Branch Locations
2105 Mccomb Road, Stoughton, WI 53589 • United States
1709 Landmark Drive, Cottage Grove, WI 53527 • United States
2348 S Park St, Madison, WI 53713 • United States
2424 Rimrock Rd Ste 100, Madison, WI 53713 • United States
881 W Verona Ave Ste D, Verona, WI 53593 • United States
5809 Monona Dr, Monona, WI 53716 • United States
Madison, WI • United States
6420 Cottage Grove Rd, Madison, WI 53718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Bank Of Cross Plains | Cross Plains | WI | 05/2017 | 09/2021 |
| Great Southern Bank | Creve Coeur | MO | 09/2014 | 05/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2021 | 10/2022 |
| Northwestern Mutual Investment Services Llc | Middleton | WI | 10/2021 | 10/2022 |
| Northwestern Mutual Wealth Management | Milwaukee | WI | 03/2022 | 10/2022 |
| Lpl Financial Llc | Stoughton | WI | 11/2022 | Present |
| Summit Financial Advisors | Stoughton | WI | 11/2022 | Present |
1) 11/11/2022 - SUMMIT FINANCIAL ADVISORS - DBA for LPL Business (entity for LPL business) - INV REL - At reported business location(s) 2) 10/28/2024 - theRylex Group LLC - Real Estate Rental - Madison, WI - Investment Related - Start Date 09/25/2024 - 20 Hours Per Month/ 0 Hours During Trading 3) 11/03/2025- Summit Credit Union- Other - Notary- INV Related- At Reported Business Location(s)- Start date 08/30/2025- 1 Hour Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-09 |
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