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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-24 |
| WI | RA | APPROVED | 2025-10-23 |
Branch Locations
475 Etna Street #5, St. Paul, MN 55106 • United States
900 Crest View Dr Ste 230, Hudson, WI 54016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Centers Of America, Inc. | Hudson | WI | 01/2015 | 11/2017 |
| Lpl Financial Llc | Hudson | WI | 11/2017 | Present |
| Gwm Advisors, Llc Dba Cpr Wealth Advisors | Hudson | WI | 01/2018 | Present |
1. 10/15/2017 - CPR Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2. 12/14/2017 - CPR Wealth Advisors - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 12/07/2017 - 5 Hours Per Month/5 During Securities Trading. 3. 9/4/2018 - CPR Wealth Advisors - DBA: (Hybrid) Goss Advisors - nvestment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 09/03/2018 - 20 Hours Per Month/15 Hours During Securities Trading - Time Spent 13% - I provide investment advisory services through GWM Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2018. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 06/14/2023 - NewEdge Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 09/03/2018 - 80 Hours Per Month/ 2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-28 |
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