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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| WI | RA | APPROVED | 2024-01-02 |
Branch Locations
555 W Brown Deer Rd, Milwaukee, WI 53217 • United States
121 Front St #4, Beaver Dam, WI 53916 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Fox Point | WI | 11/2019 | 11/2021 |
| J.P. Morgan Securities Llc | Fox Point | WI | 11/2019 | 11/2021 |
| U.S. Bank | Milwaukee | WI | 01/2019 | 10/2019 |
| Trust Point, Inc (Contracted Through Express Employment Pros.) | La Crosse | WI | 10/2017 | 12/2018 |
| Northwoods Paper Converting | Beaver Dam | WI | 12/2016 | 08/2017 |
| University Of Wisconsin - La Crosse | La Crosse | WI | 09/2015 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Fox Point | WI | 11/2021 | 01/2024 |
| Lpl Financial Llc | Milwaukee | WI | 01/2024 | Present |
1) 11/20/2023 - Synergy Bound Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - 160 Hours per month - 100% Time Spent 2) 07/19/2024 - Synergy Bound Insurance - Insurance Agency - Independent Agent - Investment Related - At Reported Business Location(s)- Start Date 07/16/2024 - 40 Hours Per Month/ 30 Hours During Trading 3) 08/29/2024 - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date 08/28/2024 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-03 |
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