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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-12-24 |
Branch Locations
50 South 7Th St, Barron, WI 54812 • United States
1111 W Clairemont Ave, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Durand Police Department | Durand | WI | 05/2014 | 04/2021 |
| Westconsin Credit Union | Eau Claire | WI | 10/2018 | Present |
| Lpl Financial Llc | Eau Claire | WI | 10/2024 | Present |
1. 10/11/2024- Investment products and services are offered through LPL Financial LLC using the DBA/trade name WESTconsin Investment Advisors- Inv Rel- At Reported Business Location (s) 2. 10/11/2024- Referral Program WESTCONSIN CREDIT UNION- Financial Institution Duty- Inv Rel- Start Date 01/01/2025 3. 10/22/2024 - Notary - Investment Related - At Reported Business Location(s) - Start Date 01/01/2019 4. 11/07/2025 - Education Travel & Culture - Outside/W-2 Employment - Not Investment Related - Home Based - Start Date 11/15/2025 - 25 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-21 |
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