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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
1207 North Main Street, River Falls, WI 54022 • United States
1060 Cornwall Avenue, Amery, WI 54001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westconsin Credit Union | Menomonie | WI | 05/2013 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2013 | Present |
| Lpl Financial Llc | River Falls | WI | 05/2022 | Present |
1) 05-18-2022-National Guardian Life- Investment Related- At Reported Business Location(s)- Non-Variable Insurance-- START DATE: 8/12/2013-1 Hours Per Month/1 Hours During Trading- 2) 05-18-2022-WESTconsin CU- Investment Related- 444 SOUTH BROADWAY MENOMONIE, WI 54751- Financial Institution Duty-Advisor- START DATE: 8/2013-160 Hours Per Month/160 Hours During Trading- 3) 05-18-2022- WESTconsin Investment Advisors- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-10 |
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