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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-15 |
| WI | RA | APPROVED | 2024-10-03 |
Branch Locations
100 W Lawrence St, Ste 310, Appleton, WI 54911 • United States
1028 S Taylor Dr, Sheboygan, WI 53081 • United States
603 Fremont St, Kiel, WI 53042 • United States
1028 S Taylor Dr, Sheboygan, WI 53081 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
213 Fremont St, Kiel, WI 53042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Kiel | WI | 07/2013 | 10/2024 |
| Mml Investors Services, Llc | Kiel | WI | 09/2013 | 10/2024 |
| Lpl Financial Llc | Sheboygan | WI | 10/2024 | Present |
1- 10/03/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/13/2013 - 1 Hour Per Month/ 0 Hours during Trading 2- 10/03/2024 - Notary - Investment Related - At Reported Business Location(s) - Start Date 06/01/2024 - Time Spent 1% 3- 10/03/2024 - OnPoint Financial Group. LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2016 - 120 Hours Per Month/ 30 Hours during Trading 4- 10/03/2024- Teacher - Shawn Mangan - Outside/W-2 Employment - Teacher - Not Investment Related - 210 Raider Heights Kiel WI 53042 - Start Date 09/01/2023 - 25 Hours Per Month/ 1 Hour during Trading. 5) 10/24/2025 - OnPoint Accounting Group, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:10/15/2025 - 10 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-01 |
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