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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Chicago | IL | 04/2017 | 02/2018 |
| E*Trade Capital Management Llc | Chicago | IL | 04/2017 | 02/2018 |
| Unemployed | Chicago | IL | 08/2016 | 03/2017 |
| Transamerica Retirement Solutions | Milwaukee | WI | 03/2018 | 11/2018 |
| Transamerica Investors Securities Corporation | Milwaukee | WI | 03/2018 | 11/2018 |
| Edward Jones | St.LOuis | MO | 11/2018 | 06/2026 |
| Lpl Financial Llc | Menomonee Falls | WI | 06/2026 | Present |
| Wintrust Bank | Menomonee Falls | WI | 06/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wintrust Investments - Inv Rel - At Reported Business Location (s) - Start Date : 06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2014-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-13 |
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