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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-28 |
| WI | RA | APPROVED | 2023-07-28 |
Branch Locations
628 2Nd Ave S, Onalaska, WI 54650 • United States
1067 Fm 306 Unit #308, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | La Crosse | WI | 09/2010 | 01/2017 |
| Thrivent Financial For Lutherans | Appleton | WI | 02/2011 | 01/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2017 | 07/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2017 | 07/2023 |
| Lpl Financial Llc | La Crosse | WI | 07/2023 | Present |
1.07/28/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Coulee Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/28/2023; 160hrs/mth; 160hrs during trading 2.07/28/2023; Innovative Retirement LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 03/20/2018; hrs/mth; hrs during trading 3.07/28/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Integrated Wealth Management LLC; Investment Related; at Reported Business Location(s); Start Date 06/20/2023; 160hrs/mth; 40hrs during trading 4.07/28/2023; Integrated Wealth Management LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/01/2017; 40hrs/mth; 10hrs during trading 5.03/22/2024; Integrated Real Estate, LLC; Real Estate Rental; Investment Related; 628 2nd Ave. S. Onalaska,WI; Start Date 03/13/2024; 3hrs/mth; 3hrs during trading 6.01/09/2025; None Currently; Real Estate Rental; Investment Related; 2127 Hofstaat New Braunfels,TX; Start Date 01/13/2025; 3hrs/mth; 0hrs during trading 7.08/19/2025; Integrated Wealth Management LLC; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/06/2025; 5hrs/mth; 5hrs during trading 8.08/21/2026; Integrated Wealth Management, LLC; Notary; Investment Related; at Reported Business Location(s); Start Date 08/19/2026; 10hrs/mth; 10hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-25 |
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