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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
13341 W Us 290 Bldg 2 Mb 18, Austin, TX 78737 • United States
13341 W Us 290 Bldg 2, Mailbox 18, Austin, TX 78737 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invensense | San Jose | CA | 11/2013 | 09/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2018 | 08/2025 |
| Northwestern Mutual Investment Services Llc | Austin | TX | 09/2018 | 08/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2019 | 08/2025 |
| Lpl Financial, Llc | Austin | TX | 08/2025 | Present |
1. 06/2025 - Paul M Schreier - Non-Variable Insurance - Investment related - 20 Hrs/Mth - 1 Hrs During Trading - Austin, TX 78737 - OBA Start date: 01/01/2019 2. 06/2025 - Schreier Wealth, LLC - DBA for LPL Business (entity for LPL business) - Investment related - 150 Hrs/Mth - 7 Hrs During Trading - At reported business location(s) - OBA Start date: 08/14/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-26 |
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