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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-20 |
| WI | RA | APPROVED | 2018-02-14 |
Branch Locations
W188N9820 Appleton Ave, Germantown, WI 53022 • United States
21505 E Moreland Blvd, Waukesha, WI 53186 • United States
8780 Howell Ave, Oak Creek, WI 53154 • United States
10296 W National Ave, West Allis, WI 53227 • United States
1230 George Towne Dr, Pewaukee, WI 53072 • United States
6555 S Lovers Lane Rd, Franklin, WI 53132 • United States
5000 W Loomis Rd, Greenfield, WI 53220 • United States
W188N9820 Appleton Ave, Germantown, WI 53022 • United States
8607 N Port Washington Rd, Fox Point, WI 53217 • United States
1233 Corporate Center Dr, Oconomowoc, WI 53066 • United States
10101 W Greenfield Ave, West Allis, WI 53214 • United States
17495 W Capitol Drive, Brookfield, WI 53045 • United States
Waterstone Bank 7500 W. State St., Wauwatosa, WI 53213 • United States
6560 S 27Th Street, Oak Creek, WI 53154 • United States
6801 W Oklahoma Ave, Milwaukee, WI 53219 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Waukesha | WI | 04/2015 | 12/2016 |
| Waterstone Bank | Waukesha | WI | 04/2015 | Present |
| Invest Financial Corp | Tampa | FL | 01/2017 | 02/2018 |
| Lpl Financial Llc | Waukesha | WI | 02/2018 | Present |
1. 02/14/2018 - WaterStone Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-27 |
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