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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors, Inc | Janesville | WI | 06/2014 | 12/2016 |
| Bmo Harris Financial Advisors, Inc. | Madison | WI | 12/2016 | 06/2019 |
| Lpl Financial Llc | Madison | WI | 06/2019 | 07/2022 |
| Johnson Bank | Madison | WI | 06/2019 | 07/2022 |
| Johnson Bank | Madison | WI | 08/2022 | 02/2025 |
| Johnson Wealth Inc | Madison | WI | 08/2022 | 02/2025 |
| Lake Ridge Bank | Monona | WI | 03/2025 | Present |
| Lpl Financial, Llc | Monona | WI | 04/2025 | Present |
1) 04/2025 - Lake Ridge Financial / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-13 |
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