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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-15 |
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
4000 W Loomis Road, Milwaukee, WI 53221 • United States
7431 91St Avenue, Kenosha, WI 53142 • United States
2652 N Lexington Drive, Janesville, WI 53545 • United States
448 Falcon Ridge Drive, Burlington, WI 53105 • United States
4215 Green Bay Road, Kenosha, WI 53144 • United States
10811 W. Park Place, Milwaukee, WI 53224 • United States
6131 W. Center Street, Milwaukee, WI 53210 • United States
2243 N. Prospect Avenue, Milwaukee, WI 53202 • United States
1600 Summit Ave Ste A, Waukesha, WI 53188 • United States
3355 W. Forest Home Avenue, Milwaukee, WI 53215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2011 | 06/2019 |
| Cuna Mutual Group | Waverly | IA | 06/2019 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2019 | Present |
| Lpl Financial Llc | Burlington | WI | 05/2022 | Present |
1. 05-18-2022-Educators Investment Services- Investment Related-Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-01 |
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