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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-24 |
Branch Locations
13620 N Fm 620, Bldg C Ste 200, Austin, TX 78717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Minneapolis | MN | 12/2018 | 02/2021 |
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 09/2015 | 01/2018 |
| Unemployed | Madison | WI | 01/2018 | 08/2018 |
| Scientific Commercialization | Madison | WI | 09/2018 | 09/2018 |
| Unemployed | Madison | WI | 09/2018 | 12/2018 |
| Uw System | Eau Claire | WI | 09/2016 | 11/2016 |
| Uw Systems | Eau Claire | WI | 01/2017 | 01/2018 |
| Drivewealth | Jersey City | NJ | 01/2022 | 02/2022 |
| Unemployed | Spring | TX | 02/2021 | 01/2022 |
| Ameriprise Financial Services, Llc | Houston | TX | 03/2022 | 06/2023 |
| Benedetti, Gucer & Associates | Atlanta | GA | 07/2022 | 06/2023 |
| Unemployed | Spring | TX | 07/2023 | 06/2024 |
| Lpl Financial Llc | Austin | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-04 |
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