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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| WI | RA | APPROVED | 2024-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Antigo | WI | 07/2009 | 05/2022 |
| Lpl Financial Llc | Antigo | WI | 01/2024 | Present |
| Unemployed | Antigo | WI | 06/2022 | 01/2024 |
1) 01/08/2025 - Koss Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/07/2025 - 220 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-26 |
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