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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hamilton High School | Sussex | WI | 09/2016 | 05/2020 |
| Home Depot | Menomonee Falls | WI | 07/2019 | 01/2022 |
| Uw-Whitewater | Whitewater | WI | 09/2020 | 05/2024 |
| Johnson Financial Group | Fort Atkinson | WI | 02/2022 | 05/2024 |
| Johnson Financial Group | Brookfield | WI | 06/2024 | 04/2025 |
| Johnson Financial Group | Brookfield | WI | 04/2025 | Present |
| Lpl Financial Llc | Brookfield | WI | 03/2025 | Present |
1)05/14/2025 - Johnson Financial Group Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)05/14/2025 - Notary - State of WI - Inv Rel - Start: 12/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-15 |
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