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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2018-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Guardian Life Insurance Co. | Madison | WI | 10/1991 | 08/2018 |
| The Guardian Life Insurance Company | New York | NY | 01/1995 | 08/2018 |
| Sagepoint Financial, Inc | La Crosse | WI | 01/2009 | 08/2018 |
| Lpl Financial Llc | Tomah | WI | 08/2018 | Present |
1)08/20/2018 - Non-Variable Insurance - Norstad, Inc., DBA Egstad Insurance & Investment - 3% - INVESTMENT RELATED - TOMAH, WI 2) 7/20/2020 - Egstad Wealth Management, DBA for Norstad, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/20/2020 - 100 Hours Per Month During Securities Trading. 3) 11/14/2022 - Norstad, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 10/01/1982 - 180 Hours Per Month/140 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-02 |
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