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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-21 |
| WI | RA | APPROVED | 2018-11-26 |
Branch Locations
3750 University Ave, Madison, WI 53705 • United States
2885 Fish Hatchery Rd, Fitchburg, WI 53713 • United States
6331 Mckee Rd., Fitchburg, WI 53719 • United States
651 Hometown Cir, Verona, WI 53593 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baer Insurance Services | Verona | WI | 05/2003 | 11/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 11/2016 |
| Securities America, Inc | Middleton | WI | 11/2016 | 11/2018 |
| Securities America Advisors, Inc. | Middleton | WI | 01/2017 | 11/2018 |
| Lpl Financial Llc | Madison | WI | 11/2018 | Present |
| University Of Wisconsin C U | Madison | WI | 11/2018 | Present |
1) 09/20/2022 - Wealth Management at UW Credit Union - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-08 |
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