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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-08-24 |
Branch Locations
1329 W Grand Ave Suite 3, Port Washington, WI 53074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Port Washington | WI | 01/1999 | 08/2018 |
| Lpl Financial Llc | Port Washington | WI | 08/2018 | Present |
1) 08/24/2018 - Real Estate Rental - Farm land - 0% - INVESTMENT RELATED - PORT WASHINGTON, WI 53074 2) 08/24/2018 - Other - Farm - WAP LLC - 0% - INVESTMENT RELATED - PORT WASHINGTON, WI 53074 3) 5/13/2019 - Newport Partners Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/24/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 4) 3/23/2023 - JDA Financial DBA Newport Partners Wealth Management - Investment Related - 328 S EVA ST PORT WASHINGTON WI 53074 - Insurance Agency - Start Date - 10/15/2022 - 10 Hours Per Month/5 Hours During Securities Trading 5) 06/21/2023 - Newport Partners Wealth Management - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 01/01/2023 - 5 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-10 |
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