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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-12-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lumen Christi Catholic School | Mequon | WI | 08/2017 | 08/2018 |
| Unemployed | Kenosha | WI | 11/2016 | 07/2017 |
| Renaissance School | Mount Pleasant | WI | 08/2013 | 10/2016 |
| Advocare | Kenosha | WI | 08/2012 | 08/2021 |
| Woodbury Financial Services Inc | Kenosha | WI | 02/2019 | 01/2024 |
| Osaic Wealth, Inc. | Kenosha | WI | 01/2024 | 12/2024 |
| Lpl Financial Llc | Kenosha | WI | 12/2024 | Present |
1. 12/02/2024- T HELLER FINANCIAL SERVICES- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- Start Date 10/24/2024 - 400 Hrs/Mth - 8 Hrs During Trading. 2. 12/02/2024 - JUST A LITTLE KICK- Business Owner- Kenosha, WI- 30 Hrs Per Mnth- Non Inv Rel- Start Date 10/24/2024 - 30 Hrs/Mth - 0 Hrs During Trading. 3. 04/08/2026 - Ash Brokerage - Term Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/08/2026 - 6 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-29 |
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