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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-01-08 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
227521 Harrier Ave, Wausau, WI 54401 • United States
477 South 3Rd Street Suite 220, Geneva, IL 60134 • United States
227521 Harrier Ave, Wausau, WI 54401 • 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 |
|---|---|---|---|---|
| Sagepoint Financial Advisors | Wausau | WI | 02/2011 | 09/2023 |
| Third Street Advisors, Llc | Geneva | IL | 07/2022 | Present |
| Third Street Advisors, Llc | Geneva | IL | 07/2022 | Present |
| Osaic Wealth, Inc. | Wausau | WI | 09/2023 | 01/2024 |
| Lpl Financial Llc | Wausau | WI | 01/2024 | Present |
1)01/03/2024 - Equity Design Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 160 Hr/Mth 2)01/04/2024 - Equity Desing Group - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 09/1995 - 20 Hr/Mth 3)01/04/2024 - Alpha Dog Advisor - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Wausau, WI - Start: 07/2022 - 20 Hr/Mth 4)01/04/2024 - Four Way Properties LLC - Real Estate Rental -Non-Inv Rel - Wausau, WI - Start: 06/2001
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-11 |
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