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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-04-01 |
Branch Locations
11715 N Port Washington Rd, Mequon, WI 53092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Milwaukee | WI | 08/2018 | 11/2019 |
| Milwaukee Public Schools | Milwaukee | WI | 01/2018 | 08/2018 |
| Darrell Lynn Hines Academy | Milwaukee | WI | 08/2017 | 01/2018 |
| St. Francis Borgia School | Cedarburg | WI | 08/2012 | 08/2017 |
| Securian Financial Services Inc | St Paul | MN | 11/2019 | 03/2020 |
| Basketball Referee | Germantown | WI | 10/2017 | Present |
| Mutual Of America Life Insurance Company | Milwaukee | WI | 03/2020 | 03/2024 |
| Mutual Of America Financial Group | Milwaukee | WI | 03/2020 | 03/2024 |
| Lpl Financial Llc | Mequon | WI | 04/2024 | Present |
| Bank Five Nine | Mequon | WI | 04/2024 | Present |
1) 03/28/2024 - Five Nine Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 03/28/2024 - Official - basketball and softball - Outside/W-2 Employment - WI 53051 - Non investment related - 12 Hours per month - Start date: 11/1/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
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