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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-24 |
Branch Locations
1103 Spring City Lane, Waukesha, WI 53186 • United States
2208 E. Moreland Blvd, Waukesha, WI 53186 • United States
1709 Landmark Drive, Cottage Grove, WI 53527 • United States
1288 S 1St St, Milwaukee, WI 53202 • United States
W156 S6840 Moorland Rd, Muskego, WI 53202 • United States
10015 W Greenfield Avenue, Milwaukee, WI 53214 • United States
5000 W National Ave Rm B0431, Milwaukee, WI 53295 • United States
2159 Miller Park Way, Milwaukee, WI 53219 • United States
7750 S Lovers Ln Rd, Franklin, WI 53132 • United States
1323 Bell Avenue, Hartford, WI 53027 • United States
W61N301 Washington Ave, Cedarburg, WI 53012 • United States
1700 S Silverbrook Dr, West Bend, WI 53095 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Milwaukee | WI | 08/2015 | 06/2019 |
| J.P. Morgan Chase Bank | Milwaukee | WI | 08/2015 | 06/2019 |
| Eh Powers | Milwaukee | WI | 06/2019 | 05/2021 |
| Mclane | Sturtevant | WI | 09/2019 | 05/2021 |
| Gwfs Equities, Inc. | Greenwood Village | CO | 05/2021 | 07/2023 |
| Lpl Financial Llc | Milwaukee | WI | 10/2023 | Present |
| Summit Credit Union | Milwaukee | WI | 10/2023 | Present |
| Unemployed | Milwaukee | WI | 07/2023 | 10/2023 |
1) 10/16/2023 - Summit Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 10/16/2023 - Home Care Agency - Grocery shopping, light house cleaning and transportation for my disabled mother on weekends - WI 53214 - Non investment related - 32 Hours per month - Start date: 01/01/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-15 |
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