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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evexia Wealth | Stevens Point | WI | 04/2016 | 05/2020 |
| Securities America, Inc. | Kaukauna | WI | 09/2020 | 11/2020 |
| Securities America Advisors | Kaukauna | WI | 09/2020 | 11/2020 |
| Unemployed | Appleton | WI | 05/2020 | 09/2020 |
| Lpl Financial, Llc | Kaukauna | WI | 11/2020 | Present |
1. 11/30/2020 - VALLEY INVESTMENT SOLUTIONS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ KAUKAUNA, WI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-24 |
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