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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
502 W Pioneer St, Crandon, WI 54520-0365 • United States
N11333 Antigo Street, Elcho, WI 54428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Appleton | WI | 04/2014 | 04/2018 |
| Thrivent Financial | Appleton | WI | 04/2014 | 04/2018 |
| Unemployed | Appleton | WI | 04/2018 | 06/2018 |
| American United Life | Appleton | WI | 06/2018 | 10/2021 |
| Oneamerica Securities | Appleton | WI | 09/2018 | 11/2021 |
| Cuna Brokerage Services | Waverly | IA | 11/2021 | Present |
| Cuna Mutual Group | Waverly | IA | 11/2021 | Present |
| Lpl Financial Llc | Neenah | WI | 05/2022 | Present |
1. 05/12/2022 - CoVantage Retirement & Investment Services - Investment Related - Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 07/10/2025 - CoVantage Credit Union - Financial Institution Duty - Not Inv Related - Antigo WI - Start date: 07/01/2025 - 174hrs/mnth 174 hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-11 |
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