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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-14 |
| WI | RA | APPROVED | 2024-11-14 |
Branch Locations
12065 W. Janesville Rd. Suite 200, Hales Corners, WI 53130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | West Allis | WI | 10/2008 | 11/2024 |
| Lb Financial Corp. | West Allis | WI | 07/2008 | Present |
| Lpl Enterprise, Llc | Hales Corner | WI | 11/2024 | Present |
1) 08/22/2024- LBC Properties- Real Estate Rental- Investment Property Rental Income from 2577/2579 S. Graham St. Milwaukee, WI 53207- INV Related- Start Date 12/30/2019- 2hrs/mth- 0hrs during trading 2) 08/22/2024- LBC Properties- Real Estate Rental- Landlord, W192S7859 Overlook Bay Rd. Unit 5C, Muskego, WI 53150- INV Related- Start Date 08/04/2022- 2hrs/mth- 0hrs during trading 3) 08/22/2024- LB Financial Corp- Non-Variable Insurance- Health insurance, Medicare Advantage Plans and Medicare Supplements- INV Related- Hales Corner, WI- Start Date 07/21/2008- 40hrs/mth- 20hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-17 |
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