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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paul Bonikowske | Appleton | WI | 09/2017 | 02/2023 |
| Northwestern Mutual Investment Services Llc | Appleton | WI | 09/2017 | 05/2022 |
| Sherwood Forest Golf Club | Sherwood | WI | 08/2016 | 08/2017 |
| Chase Bank | Appleton | WI | 09/2016 | 08/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2023 | 05/2025 |
| Community First Credit Union (Wi) | Appleton | WI | 02/2023 | Present |
| Lpl Financial Llc | Appleton | WI | 05/2025 | Present |
1. 05/15/2025- Community First Financial Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/28/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-02 |
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