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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-15 |
Branch Locations
W6089 County Hwy Kk, Appleton, WI 54915 • United States
1575 Dresang Way, Neenah, WI 54956 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Appleton | WI | 09/2014 | 11/2016 |
| Wells Fargo Bank, Na | Appleton | WI | 03/2013 | 03/2018 |
| Wells Fargo Clearing Services, Llc | Appleton | WI | 11/2016 | 03/2018 |
| Bmo Harris Bank | Appleton | WI | 03/2018 | 09/2018 |
| Wells Fargo Bank, Na | Appleton | WI | 09/2018 | 08/2020 |
| Wells Fargo Clearing Services, Llc | Appleton | WI | 10/2018 | 08/2020 |
| Community First Credit Union (Wi) | Appleton | WI | 09/2020 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 09/2020 | 05/2025 |
| Lpl Financial Llc | Appleton | WI | 05/2025 | Present |
1 - 05/2025 - Community First Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-11 |
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