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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-07 |
Branch Locations
1345 W. Mason St Ste 107, Green Bay, WI 54303 • United States
532 Jefferson Street, Sturgeon Bay, WI 54235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lenius Financial Services | Sturgeon Bay | WI | 01/2006 | Present |
| Woodbury Financial Services | Sturgeon Bay | WI | 04/2009 | 01/2024 |
| Osaic Wealth, Inc. | Sturgeon Bay | WI | 01/2024 | 04/2025 |
| Lpl Financial Llc | Sturgeon Bay | WI | 04/2025 | Present |
1) 04/07/2025 - Lenius Financial Services - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:05/20/1990 - 160 Hrs/Mth - 160 Hrs During Trading. 2) 04/07/2025 - David A Lenius - Investment Related - Notary -None - Start Date:01/01/2000 - 1 Hrs/Mth - 0 Hrs During Trading. 3) 04/07/2025 - Lenius Financial Services - Investment Related - Non-Variable Insurance -None - Start Date:05/20/1990 - 10 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-05-10 |
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