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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Milwaukee | WI | 12/2007 | 07/2017 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 09/2017 | 03/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2017 | 03/2020 |
| U.S. Bancorp Investments, Inc. | Mequon | WI | 04/2020 | 03/2024 |
| Uw Credit Union | Wauwatosa | WI | 05/2024 | Present |
| Lpl Financial | Wauwatosa | WI | 05/2024 | Present |
1- 05/2024 / Wealth Management at UW Credit Union / DBA for LPL Business (entity for LPL business) / Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-08 |
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