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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2012-06-04 |
Branch Locations
16 South Main Street, Rice Lake, WI 54868 • United States
124 North Main Street, Birchwood, WI 54817 • United States
1405 2Nd Avenue, Cumberland, WI 54829 • United States
640 Us Highway 8, Turtle Lake, WI 54889 • United States
1311 14Th Avenue, Bloomer, WI 54724 • United States
2405 Schneider Avenue, Menomonie, WI 54751 • United States
101 S. Main St., Colfax, WI 54730 • United States
100 Hepburn St East, Prairie Farm, WI 54762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 10/2008 | Present |
| Dsb Financial Group | Rice Lake | WI | 02/2016 | Present |
1. 8/19/2013: OTHER-VOLUNTEER FIRE FIGHTER - CAMERON FIRE DEPARTMENT - ON CALL AS A VOLUNTEER FIRE FIGHTER FOR THE VILLAGE OF CAMERON AND SURROUNDING TOWNSHIPS. - RICE LAKE, WI. 2. 02/12/2016 * DSB Financial Group * DBA for LPL Business (entity for LPL business) * DSB Financial Group * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 02/15/2016 * 160 HRS/MO DURING SECS TRDG HRS. 3. 06/24/2024 - School District of Cameron - Non-Profit Board Member - President - 700 South 1st Street, Cameron, WI 54822 - Start Date 04/22/2024 - 5 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-19 |
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