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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-22 |
Branch Locations
311 E. Wisconsin St. Suite 109, Portage, WI 53901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Angie W. Cox Public Library | Pardeeville | WI | 05/2016 | 10/2016 |
| Self-Employed | Pardeeville | WI | 05/2015 | 06/2019 |
| Lotus Advisors (Formerly Waddell & Reed) | Portage | WI | 06/2019 | 12/2022 |
| Lpl Financial Llc | Portage | WI | 04/2019 | Present |
1- 12/2022 / Lotus Advisors / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / Portage, WI 2- 10/22/2024 - Business Owner - Yoga Teacher - Not Investment Related - Columbia County, WI. - Start Date 10/19/2024 - 15 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-21 |
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