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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-11-08 |
Branch Locations
102 Keller Ave S, Amery, WI 54001 • United States
102 Keller Ave South, Amery, WI 54001 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Amery | WI | 08/2009 | 11/2025 |
| Raymond James Financial Services Advisors, Inc. | Amery | WI | 08/2009 | 11/2025 |
| Bremer Bank, A Division Of Old National Bank | Amery | WI | 07/2016 | 11/2025 |
| Kwik Trip, Inc. | Turtle Lake | WI | 09/2022 | Present |
| Old National Wealth Advisors | Amery | WI | 11/2025 | Present |
| Old National Bank | Amery | WI | 11/2025 | Present |
| Lpl Financial, Llc | Amery | WI | 11/2025 | Present |
1. 09/2025 - Kwik Trip - Outside/W-2 Employment - Not Investment Related - 65 Hrs/Mth - 0 Hrs During Trading - Turtle Lake, WI 54889 - OBA Start Date: 09/25/2022 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Old National Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date: 09/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-24 |
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