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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-04-15 |
| TX | RA | APPROVED_RES | 2011-09-16 |
Branch Locations
1417 Main Street, Stevens Point, WI 54481-2832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Stevens Point | WI | 06/2010 | Present |
1. 06/25/2010 - SCHULFER & ASSOCIATES, LLC FINANCIAL PROFESSIONALS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/14/2018 - Schulfer & Associates, LLC Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/28/2018 - 210 Hours Per Month/160 Hours During Securities Trading. 3. 11/27/2023 - Other - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 03/25/2020 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-05 |
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