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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-01 |
Branch Locations
1610 S Church St, Watertown, WI 53094 • United States
104 Frances Ln, Beaver Dam, WI 53916 • United States
141 E Tyranena Park Rd, Lake Mills, WI 53551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2023 | 09/2025 |
| Bmo Harris Wealth Managment | Madison | WI | 04/2021 | 09/2022 |
| Unemployed | Madison | WI | 09/2022 | 04/2023 |
| Bmo Harris Bank | Madison | WI | 04/2016 | 04/2021 |
| Uber | Madison | WI | 09/2025 | Present |
| Summit Credit Union | Madison | WI | 04/2026 | Present |
| Lpl Financial Llc | Madison | WI | 04/2026 | Present |
1. 03/2026 - Uber - Rideshare - Not Inv Related - 20 Hour(s)/Month - 0 Hour(s) During Trading - Madison WI 53718 - OBA Start Date: 09/01/2025 2. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Summit Financial Advisors - Inv Rel - At Reported Business Location (s) - Start Date :03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-20 |
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