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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Sturgeon Bay | WI | 09/2000 | 01/2024 |
| Osaic Wealth, Inc. | Sturgeon Bay | WI | 01/2024 | 04/2025 |
| Lpl Financial Llc | Sturgeon Bay | WI | 04/2025 | Present |
1. 04/2025 - Bayview Business Properties - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 02/08/2008 - 4 Hrs/Mth - 0 hours during trading 2. 04/2025 - Ross Wealth Management - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/05/2008 - 2 Hrs/Mth - 1 Hr During Trading 3. 04/2025 - Ross Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/29/2006 - 160 Hrs/Mth - 40 Hrs During Trading 4. 04/2025 - Notary at ROSS Wealth Management - Notary - Investment Related - At Reported Business Location(s) - Start Date 10/09/2018 - 1 Hr/Mth 5. 04/2025 - R&T Enterprises - Real Estate Rental - Investment Related - Sturgeon Bay, WI 54235 - Start Date 06/06/2018 - 0 Hrs/Mth - 0 Hrs During Trading 6. 11/20/2025 - Bayview Business Properties - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 07/01/2025 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-24 |
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