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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin Whitewater | Whitewater | WI | 09/2014 | 05/2019 |
| Brindle Consulting | Milwaukee | WI | 06/2019 | 08/2019 |
| Educators Credit Union | Racine | WI | 08/2019 | Present |
| Lpl Financial Llc | Racine | WI | 09/2025 | Present |
1. 09/2025 - Notary - Notary - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Racine, WI 53406 - OBA Start Date: 03/21/2021 2. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Educators Investment Services - Investment Related - At Reported Business Location (s) - Start Date 09/2025 3. 09/2025 - Educators Credit Union - Financial Institution Duty - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - Racine, WI 53406- OBA Start Date: 08/09/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
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