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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-01-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Blue Federal Credit Union | Cheyenne | WY | 02/2011 | 05/2017 |
| Cuso Financial Services Lp | San Diego | CA | 03/2011 | 05/2017 |
| Anb Bank | Cheyenne | WY | 05/2017 | 08/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2017 | 08/2019 |
| Cetera Investment Advisers Llc | Cheyenne | WY | 05/2017 | 08/2019 |
| Edward Jones | St Louis | MO | 10/2019 | 12/2023 |
| Lpl Financial | Cheyenne | WY | 01/2024 | Present |
1) 01/2024 - Wealth Management Group, LLC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-16 |
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