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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-29 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
394 Red Cedar St, Menomonie, WI 54751 • United States
1401 Tower Ave Ste 205, Superior, WI 54880 • United States
1401 Tower Ave Ste 205, Superior, WI 54880 • United States
2919 Schneider Ave Se, Menomonie, WI 54751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Catalytic Combustion Corporation | Bloomer | WI | 06/2012 | 12/2018 |
| Woodbury Financial Services Inc | Menomonie | WI | 01/2019 | 01/2024 |
| Osaic Wealth, Inc. | Rice Lake | WI | 01/2024 | 04/2025 |
| Lpl Financial, Llc | Menomonie | WI | 04/2025 | Present |
1 - Start Date: 4/29/2025 - Waznik Heike Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Menomonie, WI 54751 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-15 |
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