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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-14 |
| MN | RA | APPROVED | 2024-01-08 |
| WI | RA | APPROVED | 2024-01-08 |
Branch Locations
477 South 3Rd Street Suite 220, Geneva, IL 60134 • United States
227521 Harrier Ave, Wausau, WI 54401 • United States
Rosemount, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Design Group | Wausau | WI | 05/2018 | 01/2024 |
| Sconnie Bar | Madison | WI | 08/2016 | 05/2018 |
| Downing Landscape | Madison | WI | 05/2017 | 09/2017 |
| University Of Wisconsin | Wausau/Madison | WI | 09/2001 | Present |
| Sagepoint Financial, Inc. | Wausau | WI | 08/2018 | 01/2024 |
| Third Street Advisors, Llc | Mendota Heights | MN | 07/2022 | Present |
| Osaic Wealth, Inc. | Wausau | WI | 09/2023 | 01/2024 |
| Lpl Financial Llc | Mendota Heights | MN | 01/2024 | Present |
1- 01/2024 / Equity Design Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs mnth / 8 hrs during trading / start date 5/01/2018 2- 01/2024 / Equity Design Group / Non-Variable Insurance / Investment Related / Investment Related / 20 Hrs Mnth / start date 05/01/2018 3- 01/2024 / SB Nation and VOX / Outside/W-2 Employment / Non Investment Related / start date 06/01/2022 4- 01/2024 / Alpha Dog Advisors / Outside/W-2 Employment / Non Investment Related / 200 Hrs Mnth / 6.5 Hrs during trading / start date 07/01/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
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