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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-30 |
| CA | RA | APPROVED | 2018-02-14 |
| IL | RA | APPROVED | 2018-02-14 |
| MI | RA | APPROVED | 2018-02-14 |
| NC | RA | APPROVED | 2018-02-14 |
| OH | RA | APPROVED | 2018-02-14 |
| VA | RA | APPROVED | 2018-02-14 |
| WI | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Sheboygan | WI | 12/2013 | 11/2017 |
| Invest Financial Corp. | Tampa | FL | 11/2017 | 02/2018 |
| Lpl Financial Llc | Sheboygan | WI | 02/2018 | Present |
1.12/28/2017; ; ; Not Investment Related; Sheboygan,WI; Start Date 10/15/1999; 1hrs/mth; 0hrs during trading 2.12/28/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wisconsin Advisors; Investment Related; at Reported Business Location(s); Start Date 11/10/2017; hrs/mth; hrs during trading 3.11/05/2021; RBK Holdings; Real Estate Rental; Investment Related; Sheboygan,WI; Start Date 08/31/2021; 5hrs/mth; 5hrs during trading 4.11/03/2023; Sheboygan Christian School; Other - High School Soccer Coach; Not Investment Related; 929 Greenfield Ave Sheboygan,WI; Start Date 09/04/2023; 40hrs/mth; 0hrs during trading 5.08/04/2026; Sheboygan Christian School; Coach/ Sports/ Fitness; Not Investment Related; Sheboygan,WI; Start Date 08/17/2026; 30hrs/mth; 15hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-12 |
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