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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1995-01-03 |
Branch Locations
6430 Bridge Rd, Monona, WI 53713 • United States
1965 Atwood Avenue, Madison, WI 53704 • United States
5515 Monona Dr, Monona, WI 53716 • United States
27 W Main St, Belleville, WI 53508 • United States
Deforest, WI • 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 |
|---|---|---|---|---|
| Monona State Bank | Monona | WI | 02/1994 | Present |
| Lpl Financial Llc | Monona | WI | 10/1994 | Present |
(1) 12/18/2003: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - INS TYPES: FIXED ANNUITIES, TERM LIFE (2) 10/20/2022 - Lake Ridge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/23/2022 - 160 Hours Per Month/120 Hours During Securities Trading (3) 07/13/2023 - Lake Ridge Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Trust Officer - Start Date 06/01/2023 - 1 Hour Per Month/ 0 Hours During Trading (4) 04/08/2025 - Lake Ridge Bank - Investment Related - Financial Institution Duty - At Reported Business Location(s) - Start Date: 03/31/2025 - Lake Ridge Bank - VP Wealth Officer - 2 Hour Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-09-03 |
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