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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird | Janesville | WI | 08/2014 | 09/2019 |
| Unemployed | Madison | WI | 09/2019 | 10/2019 |
| Thrivent Investment Management Inc | Madison | WI | 11/2019 | 10/2021 |
| Fidelity Investments | Middleton | WI | 10/2021 | 04/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Old National Bank | Prairie | WI | 04/2025 | Present |
| Lpl Financial | Prairie | WI | 04/2025 | Present |
1) 05/07/2025 - Old National Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date : 04/28/2025 -160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-13 |
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