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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED_RES | 2026-06-12 |
Branch Locations
600 East Wisconsin Avenue, Milwaukee, WI 53202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Milwaukee | WI | 01/2015 | 08/2021 |
| Bmo Harris Bank | Milwaukee | WI | 08/2021 | 04/2023 |
| Lpl Financial Llc | Milwaukee | WI | 10/2021 | 04/2023 |
| Morgan Stanley Smith Barney Llc | Milwaukee | WI | 04/2023 | 06/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2023 | 06/2026 |
| Lpl Financial Llc | Milwaukee | WI | 06/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
1. 06/2026 - Aceris Wealth - DBA for LPL Business (entity for LPL business) - Inv Related – 10 Hour(s)/Month – 0 Hour(s) During Trading – Bayside, WI, WI, 53217 – OBA Start Date: 6/10/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-09 |
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