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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-01 |
| IL | RA | APPROVED | 2018-02-14 |
| WI | RA | APPROVED | 2018-02-14 |
Branch Locations
1000 Fox St, Mukwonago, WI 53149 • United States
2021 E Holiday Dr, Janesville, WI 53545 • United States
200 Sherman Ave West, Fort Atkinson, WI 53538 • United States
1 S Main St, Janesville, WI 53545 • United States
Belvidere, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 03/2010 | 02/2018 |
| Johnson Bank | Janesville | WI | 03/2010 | Present |
| Lpl Financial Llc | Janesville | WI | 02/2018 | Present |
1. 06/27/2019 - Johnson Financial Group Investment Services - Investment Related - At Reported Business Location(s) - Other-Notary - Start Date: 03/08/2016 - 1 Hour Per Month/1 Hour During Securities Trading - Notarize documents for clients. 2. 12/31/2019 - JOHNSON FINANCIAL GROUP FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/11/2019 - 50 Hours Per Month/50 Hours During Securities Trading 3. 05/23/2023 - Johnson Financial Group-Trust Department - Not Investment Related - Milwaukee, WI - Other - Referral Compensation from Trust Dept - Start Date 06/01/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading 4. 08/06/2024 - Southcentral Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-05 |
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