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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Credit Union | West Bend | WI | 03/2024 | Present |
| Uw Stout | Menomonie | WI | 09/2019 | 12/2023 |
| Schneider | Green Bay | WI | 05/2023 | 08/2023 |
| Unemployed | Green Bay | WI | 12/2023 | 03/2024 |
| Tru North Stores | Green Bay | WI | 06/2022 | 08/2022 |
| Green Bay Country Club | Green Bay | WI | 05/2021 | 08/2021 |
| Brown County Golf / Jimmy O'S Golf Shop | Green Bay | WI | 08/2015 | 08/2020 |
| Lpl Financial Llc | West Bend | WI | 08/2025 | Present |
1) 08/2025 - Summit Credit Union / Senior Universal Banker / Financial Institution Duty / Inv Related / Start date 03/18/2024 - 160 hrs per month - 50% time spent 2) 08/2025 - Summit Credit Union / Notary / Inv Related / Start date 05/21/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-23 |
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